Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,925
| Closed | -$207K | – | 10 |
|
|
2024
Q3 | $207K | Sell |
3,925
-73,758
| -95% | -$3.9M | 6.19% | 10 |
|
|
2024
Q2 | $3.84M | Sell |
77,683
-58,363
| -43% | -$2.88M | 4.61% | 7 |
|
|
2024
Q1 | $6.83M | Buy |
136,046
+1,388
| +1% | +$69.6K | 5.15% | 6 |
|
|
2023
Q4 | $6.45M | Buy |
134,658
+2,268
| +2% | +$109K | 4.97% | 6 |
|
|
2023
Q3 | $5.79M | Buy |
132,390
+130
| +0.1% | +$5.68K | 5.01% | 6 |
|
|
2023
Q2 | $6.11M | Buy |
132,260
+6,816
| +5% | +$315K | 5.1% | 6 |
|
|
2023
Q1 | $5.67M | Buy |
125,444
+2,125
| +2% | +$96K | 5.65% | 5 |
|
|
2022
Q4 | $5.18M | Buy |
123,319
+84
| +0.1% | +$3.53K | 4.99% | 5 |
|
|
2022
Q3 | $4.48M | Buy |
123,235
+1,395
| +1% | +$50.7K | 4.47% | 5 |
|
|
2022
Q2 | $4.97M | Buy |
121,840
+2,180
| +2% | +$88.9K | 5.06% | 5 |
|
|
2022
Q1 | $5.75M | Sell |
119,660
-1,459
| -1% | -$70.1K | 5.55% | 5 |
|
|
2021
Q4 | $6.18M | Buy |
+121,119
| New | +$6.18M | 5.88% | 4 |
|