OCFG
O'Connor Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
6,550
+329
| +5% | +$18.8K | 0.17% | 42 |
|
|
2025
Q1 | $316K | Sell |
6,221
-97
| -2% | -$4.93K | 0.16% | 41 |
|
|
2024
Q4 | $302K | Buy |
6,318
+210
| +3% | +$10K | 0.16% | 44 |
|
|
2024
Q3 | $323K | Buy |
6,108
+221
| +4% | +$11.7K | 0.17% | 41 |
|
|
2024
Q2 | $291K | Sell |
5,887
-60
| -1% | -$2.97K | 0.17% | 40 |
|
|
2024
Q1 | $298K | Sell |
5,947
-7,019
| -54% | -$352K | 0.18% | 37 |
|
|
2023
Q4 | $621K | Sell |
12,966
-140
| -1% | -$6.71K | 0.38% | 37 |
|
|
2023
Q3 | $573K | Sell |
13,106
-270
| -2% | -$11.8K | 0.39% | 36 |
|
|
2023
Q2 | $618K | Buy |
13,376
+522
| +4% | +$24.1K | 0.43% | 36 |
|
|
2023
Q1 | $581K | Buy |
+12,854
| New | +$581K | 0.44% | 36 |
|