Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,229
| Closed | -$699K | – | 603 |
|
|
2024
Q3 | $699K | Buy |
13,229
+431
| +3% | +$22.8K | 0.1% | 200 |
|
|
2024
Q2 | $632K | Buy |
12,798
+1,265
| +11% | +$62.5K | 0.1% | 200 |
|
|
2024
Q1 | $579K | Buy |
11,533
+627
| +6% | +$31.5K | 0.09% | 217 |
|
|
2023
Q4 | $522K | Buy |
10,906
+1,441
| +15% | +$69K | 0.09% | 215 |
|
|
2023
Q3 | $414K | Buy |
9,465
+3,209
| +51% | +$140K | 0.08% | 234 |
|
|
2023
Q2 | $289K | Sell |
6,256
-3,456
| -36% | -$160K | 0.06% | 341 |
|
|
2023
Q1 | $439K | Buy |
9,712
+83
| +0.9% | +$3.75K | 0.09% | 217 |
|
|
2022
Q4 | $404K | Sell |
9,629
-540
| -5% | -$22.7K | 0.09% | 223 |
|
|
2022
Q3 | $370K | Buy |
10,169
+894
| +10% | +$32.5K | 0.09% | 211 |
|
|
2022
Q2 | $378K | Buy |
9,275
+4,326
| +87% | +$176K | 0.09% | 212 |
|
|
2022
Q1 | $238K | Buy |
4,949
+31
| +0.6% | +$1.49K | 0.05% | 396 |
|
|
2021
Q4 | $251K | Buy |
4,918
+218
| +5% | +$11.1K | 0.05% | 380 |
|
|
2021
Q3 | $237K | Buy |
+4,700
| New | +$237K | 0.05% | 380 |
|
|
2020
Q2 | – | Sell |
-6,846
| Closed | -$228K | – | 356 |
|
|
2020
Q1 | $228K | Hold |
6,846
| – | – | 0.08% | 215 |
|
|
2019
Q4 | $302K | Sell |
6,846
-580
| -8% | -$25.6K | 0.09% | 204 |
|
|
2019
Q3 | $305K | Buy |
+7,426
| New | +$305K | 0.12% | 195 |
|