Phillips 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 | $804K | Sell |
14,099
-5,298
| -27% | -$302K | 0.06% | 115 |
|
|
2025
Q1 | $986K | Buy |
19,397
+3,190
| +20% | +$162K | 0.08% | 107 |
|
|
2024
Q4 | $775K | Sell |
16,207
-439
| -3% | -$21K | 0.06% | 112 |
|
|
2024
Q3 | $879K | Sell |
16,646
-1,120
| -6% | -$59.1K | 0.07% | 113 |
|
|
2024
Q2 | $878K | Sell |
17,766
-1,736
| -9% | -$85.8K | 0.07% | 112 |
|
|
2024
Q1 | $978K | Sell |
19,502
-70
| -0.4% | -$3.51K | 0.08% | 106 |
|
|
2023
Q4 | $938K | Hold |
19,572
| – | – | 0.08% | 106 |
|
|
2023
Q3 | $856K | Hold |
19,572
| – | – | 0.08% | 101 |
|
|
2023
Q2 | $904K | Sell |
19,572
-158
| -0.8% | -$7.3K | 0.08% | 102 |
|
|
2023
Q1 | $891K | Sell |
19,730
-58
| -0.3% | -$2.62K | 0.09% | 101 |
|
|
2022
Q4 | $831K | Buy |
19,788
+57
| +0.3% | +$2.39K | 0.08% | 95 |
|
|
2022
Q3 | $717K | Sell |
19,731
-62
| -0.3% | -$2.25K | 0.08% | 98 |
|
|
2022
Q2 | $808K | Hold |
19,793
| – | – | 0.09% | 85 |
|
|
2022
Q1 | $951K | Hold |
19,793
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $1.01M | Buy |
19,793
+216
| +1% | +$11K | 0.1% | 74 |
|
|
2021
Q3 | $988K | Hold |
19,577
| – | – | 0.1% | 74 |
|
|
2021
Q2 | $1.01M | Sell |
19,577
-10,584
| -35% | -$546K | 0.1% | 75 |
|
|
2021
Q1 | $1.48M | Sell |
30,161
-390
| -1% | -$19.2K | 0.18% | 64 |
|
|
2020
Q4 | $1.44M | Sell |
30,551
-4,801
| -14% | -$227K | 0.2% | 63 |
|
|
2020
Q3 | $1.45M | Buy |
35,352
+975
| +3% | +$39.9K | 0.23% | 60 |
|
|
2020
Q2 | $1.33M | Buy |
34,377
+2,205
| +7% | +$85.5K | 0.22% | 62 |
|
|
2020
Q1 | $1.03M | Buy |
32,172
+4,348
| +16% | +$139K | 0.2% | 62 |
|
|
2019
Q4 | $1.23M | Sell |
27,824
-3,232
| -10% | -$142K | 0.2% | 59 |
|
|
2019
Q3 | $1.28M | Sell |
31,056
-5,464
| -15% | -$225K | 0.22% | 57 |
|
|
2019
Q2 | $1.53M | Sell |
36,520
-818
| -2% | -$34.3K | 0.28% | 54 |
|
|
2019
Q1 | $1.55M | Sell |
37,338
-1,244
| -3% | -$51.5K | 0.29% | 54 |
|
|
2018
Q4 | $1.43M | Sell |
38,582
-18,401
| -32% | -$682K | 0.31% | 49 |
|
|
2018
Q3 | $2.47M | Buy |
56,983
+438
| +0.8% | +$19K | 0.51% | 37 |
|
|
2018
Q2 | $2.4M | Sell |
56,545
-566
| -1% | -$24K | 0.51% | 38 |
|
|
2018
Q1 | $2.51M | Sell |
57,111
-4,608
| -7% | -$203K | 0.54% | 34 |
|
|
2017
Q4 | $2.85M | Sell |
61,719
-493
| -0.8% | -$22.8K | 0.6% | 32 |
|
|
2017
Q3 | $2.7M | Buy |
62,212
+197
| +0.3% | +$8.55K | 0.59% | 32 |
|
|
2017
Q2 | $2.62M | Buy |
62,015
+3,650
| +6% | +$154K | 0.6% | 32 |
|
|
2017
Q1 | $2.27M | Sell |
58,365
-738
| -1% | -$28.7K | 0.55% | 33 |
|
|
2016
Q4 | $2.22M | Buy |
59,103
+7,454
| +14% | +$280K | 0.56% | 33 |
|
|
2016
Q3 | $1.88M | Buy |
51,649
+1,273
| +3% | +$46.4K | 0.5% | 36 |
|
|
2016
Q2 | $1.81M | Buy |
50,376
+291
| +0.6% | +$10.5K | 0.48% | 34 |
|
|
2016
Q1 | $1.78M | Buy |
50,085
+211
| +0.4% | +$7.49K | 0.49% | 36 |
|
|
2015
Q4 | $1.7M | Buy |
49,874
+2,988
| +6% | +$102K | 0.52% | 37 |
|
|
2015
Q3 | $1.74M | Buy |
46,886
+5,417
| +13% | +$201K | 0.51% | 37 |
|
|
2015
Q2 | $1.69M | Buy |
41,469
+4,580
| +12% | +$186K | 0.47% | 39 |
|
|
2015
Q1 | $1.52M | Buy |
36,889
+2,168
| +6% | +$89K | 0.41% | 41 |
|
|
2014
Q4 | $1.28M | Buy |
34,721
+185
| +0.5% | +$6.82K | 0.37% | 45 |
|
|
2014
Q3 | $1.29M | Sell |
34,536
-941
| -3% | -$35.2K | 0.39% | 45 |
|
|
2014
Q2 | $1.49M | Sell |
35,477
-1,022
| -3% | -$42.9K | 0.44% | 42 |
|
|
2014
Q1 | $1.51M | Sell |
36,499
-1,173
| -3% | -$48.7K | 0.48% | 42 |
|
|
2013
Q4 | $1.54M | Sell |
37,672
-464
| -1% | -$19K | 0.51% | 40 |
|
|
2013
Q3 | $1.51M | Sell |
38,136
-4,740
| -11% | -$188K | 0.53% | 37 |
|
|
2013
Q2 | $1.61M | Buy |
+42,876
| New | +$1.61M | 0.58% | 37 |
|