Palo Alto Wealth Advisors’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 | $321K | Sell |
5,623
-466
| -8% | -$26.6K | 0.12% | 41 |
|
2025
Q1 | $329K | Sell |
6,089
-1,447
| -19% | -$78.2K | 0.13% | 40 |
|
2024
Q4 | $360K | Buy |
7,536
+1,017
| +16% | +$48.6K | 0.13% | 39 |
|
2024
Q3 | $334K | Buy |
6,519
+1,064
| +20% | +$54.5K | 0.14% | 38 |
|
2024
Q2 | $270K | Sell |
5,455
-222
| -4% | -$11K | 0.19% | 36 |
|
2024
Q1 | $285K | Buy |
5,677
+303
| +6% | +$15.2K | 0.2% | 36 |
|
2023
Q4 | $257K | Buy |
+5,374
| New | +$257K | 0.19% | 37 |
|