Peterson 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 | $5.8M | Buy |
101,721
+958
| +1% | +$54.6K | 0.96% | 18 |
|
|
2025
Q1 | $4.62M | Buy |
100,763
+84,849
| +533% | +$3.89M | 0.89% | 20 |
|
|
2024
Q4 | $764K | Buy |
15,914
+193
| +1% | +$9.26K | 0.14% | 41 |
|
|
2024
Q3 | $830K | Sell |
15,721
-292
| -2% | -$15.4K | 0.16% | 38 |
|
|
2024
Q2 | $791K | Buy |
16,013
+251
| +2% | +$12.4K | 0.17% | 33 |
|
|
2024
Q1 | $791K | Buy |
15,762
+95
| +0.6% | +$4.77K | 0.17% | 34 |
|
|
2023
Q4 | $750K | Sell |
15,667
-990
| -6% | -$47.4K | 0.18% | 34 |
|
|
2023
Q3 | $728K | Sell |
16,657
-56
| -0.3% | -$2.45K | 0.2% | 30 |
|
|
2023
Q2 | $773K | Sell |
16,713
-1,016
| -6% | -$47K | 0.2% | 30 |
|
|
2023
Q1 | $801K | Buy |
17,729
+1,083
| +7% | +$48.9K | 0.22% | 30 |
|
|
2022
Q4 | $699K | Sell |
16,646
-1,621
| -9% | -$68K | 0.21% | 33 |
|
|
2022
Q3 | $664K | Buy |
18,267
+8,352
| +84% | +$304K | 0.22% | 30 |
|
|
2022
Q2 | $405K | Buy |
9,915
+1,857
| +23% | +$75.9K | 0.13% | 42 |
|
|
2022
Q1 | $387K | Hold |
8,058
| – | – | 0.11% | 44 |
|
|
2021
Q4 | $411K | Buy |
8,058
+219
| +3% | +$11.2K | 0.12% | 44 |
|
|
2021
Q3 | $396K | Buy |
7,839
+1,927
| +33% | +$97.3K | 0.13% | 42 |
|
|
2021
Q2 | $305K | Sell |
5,912
-14
| -0.2% | -$722 | 0.11% | 44 |
|
|
2021
Q1 | $291K | Hold |
5,926
| – | – | 0.12% | 42 |
|
|
2020
Q4 | $280K | Sell |
5,926
-500
| -8% | -$23.6K | 0.12% | 41 |
|
|
2020
Q3 | $263K | Buy |
+6,426
| New | +$263K | 0.13% | 42 |
|
|
2020
Q1 | – | Sell |
-5,043
| Closed | -$222K | – | 58 |
|
|
2019
Q4 | $222K | Buy |
+5,043
| New | +$222K | 0.13% | 40 |
|
|
2018
Q2 | – | Sell |
-5,146
| Closed | -$228K | – | 49 |
|
|
2018
Q1 | $228K | Sell |
5,146
-14,051
| -73% | -$623K | 0.19% | 44 |
|
|
2017
Q4 | $861K | Buy |
+19,197
| New | +$861K | 0.78% | 22 |
|