Oxford Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Sell
43,044
-798
-2% -$45.5K 0.15% 47
2025
Q1
$2.23M Sell
43,842
-32,401
-42% -$1.65M 0.16% 48
2024
Q4
$3.65M Buy
76,243
+47,872
+169% +$2.29M 0.24% 39
2024
Q3
$1.5M Sell
28,371
-49,919
-64% -$2.64M 0.1% 67
2024
Q2
$3.87M Buy
78,290
+50,689
+184% +$2.51M 0.26% 36
2024
Q1
$1.38M Buy
27,601
+15,339
+125% +$770K 0.1% 67
2023
Q4
$587K Sell
12,262
-338
-3% -$16.2K 0.04% 118
2023
Q3
$551K Sell
12,600
-2,209
-15% -$96.6K 0.05% 115
2023
Q2
$684K Sell
14,809
-8,673
-37% -$401K 0.07% 103
2023
Q1
$1.06M Buy
23,482
+391
+2% +$17.7K 0.12% 63
2022
Q4
$969K Hold
23,091
0.11% 71
2022
Q3
$840K Buy
23,091
+4,448
+24% +$162K 0.13% 72
2022
Q2
$761K Sell
18,643
-5,179
-22% -$211K 0.11% 81
2022
Q1
$1.14M Buy
23,822
+324
+1% +$15.6K 0.15% 66
2021
Q4
$1.2M Buy
23,498
+61
+0.3% +$3.12K 0.13% 71
2021
Q3
$1.18M Buy
23,437
+268
+1% +$13.5K 0.15% 62
2021
Q2
$1.19M Buy
23,169
+2,998
+15% +$155K 0.16% 64
2021
Q1
$991K Buy
20,171
+51
+0.3% +$2.51K 0.14% 69
2020
Q4
$950K Sell
20,120
-13,813
-41% -$652K 0.14% 68
2020
Q3
$1.39M Sell
33,933
-2,552
-7% -$104K 0.22% 40
2020
Q2
$1.42M Sell
36,485
-44,834
-55% -$1.74M 0.24% 41
2020
Q1
$2.71M Buy
81,319
+2,844
+4% +$94.8K 0.54% 29
2019
Q4
$3.46M Buy
78,475
+36,067
+85% +$1.59M 0.96% 22
2019
Q3
$1.74M Sell
42,408
-11,533
-21% -$474K 0.55% 26
2019
Q2
$2.25M Hold
53,941
0.74% 24
2019
Q1
$2.21M Buy
53,941
+42,408
+368% +$1.73M 0.79% 24
2018
Q4
$428K Hold
11,533
0.14% 33
2018
Q3
$499K Hold
11,533
0.23% 23
2018
Q2
$495K Sell
11,533
-400
-3% -$17.2K 0.25% 26
2018
Q1
$528K Hold
11,933
0.3% 25
2017
Q4
$535K Buy
11,933
+4,095
+52% +$184K 0.37% 23
2017
Q3
$340K Buy
+7,838
New +$340K 0.23% 24