Peak Financial Management’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 | $1.31M | Hold |
22,926
| – | – | 0.37% | 40 |
|
|
2025
Q1 | $1.17M | Sell |
22,926
-85
| -0.4% | -$4.32K | 0.35% | 36 |
|
|
2024
Q4 | $1.1M | Sell |
23,011
-2,325
| -9% | -$111K | 0.33% | 40 |
|
|
2024
Q3 | $1.34M | Sell |
25,336
-225
| -0.9% | -$11.9K | 0.39% | 38 |
|
|
2024
Q2 | $1.26M | Sell |
25,561
-1,320
| -5% | -$65.2K | 0.4% | 38 |
|
|
2024
Q1 | $1.35M | Hold |
26,881
| – | – | 0.43% | 36 |
|
|
2023
Q4 | $1.29M | Buy |
26,881
+212
| +0.8% | +$10.2K | 0.43% | 36 |
|
|
2023
Q3 | $1.17M | Sell |
26,669
-4,889
| -15% | -$214K | 0.42% | 38 |
|
|
2023
Q2 | $1.46M | Sell |
31,558
-547
| -2% | -$25.3K | 0.52% | 35 |
|
|
2023
Q1 | $1.45M | Buy |
32,105
+14
| +0% | +$632 | 0.54% | 32 |
|
|
2022
Q4 | $1.35M | Buy |
32,091
+8,289
| +35% | +$348K | 0.53% | 33 |
|
|
2022
Q3 | $865K | Buy |
23,802
+15,887
| +201% | +$577K | 0.36% | 39 |
|
|
2022
Q2 | $323K | Hold |
7,915
| – | – | 0.12% | 51 |
|
|
2022
Q1 | $380K | Hold |
7,915
| – | – | 0.13% | 48 |
|
|
2021
Q4 | $404K | Hold |
7,915
| – | – | 0.13% | 50 |
|
|
2021
Q3 | $400K | Hold |
7,915
| – | – | 0.14% | 49 |
|
|
2021
Q2 | $408K | Sell |
7,915
-504
| -6% | -$26K | 0.14% | 48 |
|
|
2021
Q1 | $413K | Sell |
8,419
-3,810
| -31% | -$187K | 0.15% | 45 |
|
|
2020
Q4 | $577K | Buy |
12,229
+2,011
| +20% | +$94.9K | 0.22% | 38 |
|
|
2020
Q3 | $418K | Buy |
+10,218
| New | +$418K | 0.18% | 40 |
|
|
2019
Q2 | – | Sell |
-5,443
| Closed | -$222K | – | 56 |
|
|
2019
Q1 | $222K | Hold |
5,443
| – | – | 0.1% | 54 |
|
|
2018
Q4 | $202K | Sell |
5,443
-1,315
| -19% | -$48.8K | 0.1% | 53 |
|
|
2018
Q3 | $292K | Hold |
6,758
| – | – | 0.13% | 44 |
|
|
2018
Q2 | $290K | Buy |
6,758
+234
| +4% | +$10K | 0.13% | 46 |
|
|
2018
Q1 | $289K | Sell |
6,524
-689
| -10% | -$30.5K | 0.14% | 43 |
|
|
2017
Q4 | $324K | Sell |
7,213
-129
| -2% | -$5.8K | 0.12% | 43 |
|
|
2017
Q3 | $319K | Buy |
7,342
+526
| +8% | +$22.9K | 0.12% | 40 |
|
|
2017
Q2 | $282K | Buy |
6,816
+251
| +4% | +$10.4K | 0.11% | 37 |
|
|
2017
Q1 | $258K | Buy |
+6,565
| New | +$258K | 0.1% | 40 |
|
|
2016
Q3 | – | Sell |
-101,065
| Closed | -$3.57M | – | 34 |
|
|
2016
Q2 | $3.57M | Buy |
+101,065
| New | +$3.57M | 1.59% | 21 |
|
|
2015
Q4 | $4.75M | Buy |
+129,209
| New | +$4.75M | 2.17% | 16 |
|