POIA
Pin Oak Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
6,170
+19
| +0.3% | +$964 | 0.26% | 66 |
|
|
2025
Q1 | $316K | Sell |
6,151
-787
| -11% | -$40.4K | 0.24% | 74 |
|
|
2024
Q4 | $366K | Hold |
6,938
| – | – | 0.33% | 54 |
|
|
2024
Q3 | $366K | Buy |
6,938
+828
| +14% | +$43.7K | 0.33% | 54 |
|
|
2024
Q2 | $302K | Sell |
6,110
-450
| -7% | -$22.2K | 0.29% | 58 |
|
|
2024
Q1 | $329K | Sell |
6,560
-800
| -11% | -$40.1K | 0.32% | 60 |
|
|
2023
Q4 | $353K | Hold |
7,360
| – | – | 0.36% | 53 |
|
|
2023
Q3 | $322K | Hold |
7,360
| – | – | 0.36% | 52 |
|
|
2023
Q2 | $340K | Buy |
7,360
+178
| +2% | +$8.22K | 0.38% | 48 |
|
|
2023
Q1 | $324K | Hold |
7,182
| – | – | 0.4% | 46 |
|
|
2022
Q4 | $301K | Buy |
7,182
+1,916
| +36% | +$80.3K | 0.37% | 44 |
|
|
2022
Q3 | $191K | Hold |
5,266
| – | – | 0.24% | 69 |
|
|
2022
Q2 | $215K | Hold |
5,266
| – | – | 0.26% | 68 |
|
|
2022
Q1 | $253K | Sell |
5,266
-502
| -9% | -$24.1K | 0.27% | 66 |
|
|
2021
Q4 | $295K | Hold |
5,768
| – | – | 0.3% | 60 |
|
|
2021
Q3 | $291K | Hold |
5,768
| – | – | 0.32% | 55 |
|
|
2021
Q2 | $297K | Sell |
5,768
-33,652
| -85% | -$1.73M | 0.3% | 60 |
|
|
2021
Q1 | $1.94M | Buy |
39,420
+5,768
| +17% | +$283K | 1.65% | 21 |
|
|
2020
Q4 | $1.59M | Hold |
33,652
| – | – | 1.31% | 24 |
|
|
2020
Q3 | $1.38M | Hold |
33,652
| – | – | 1.33% | 26 |
|
|
2020
Q2 | $1.31M | Hold |
33,652
| – | – | 1.21% | 31 |
|
|
2020
Q1 | $1.12M | Hold |
33,652
| – | – | 1.18% | 34 |
|
|
2019
Q4 | $1.48M | Hold |
33,652
| – | – | 1.19% | 28 |
|
|
2019
Q3 | $1.38M | Sell |
33,652
-972
| -3% | -$39.9K | 1.13% | 33 |
|
|
2019
Q2 | $1.44M | Hold |
34,624
| – | – | 1.12% | 33 |
|
|
2019
Q1 | $1.42M | Sell |
34,624
-25,887
| -43% | -$1.06M | 1.13% | 32 |
|
|
2018
Q4 | $2.25M | Sell |
60,511
-3,572
| -6% | -$133K | 1.99% | 12 |
|
|
2018
Q3 | $2.77M | Sell |
64,083
-1,795
| -3% | -$77.7K | 2.08% | 12 |
|
|
2018
Q2 | $2.83M | Buy |
65,878
+21
| +0% | +$901 | 2.07% | 9 |
|
|
2018
Q1 | $2.91M | Buy |
65,857
+38,333
| +139% | +$1.7M | 2.36% | 6 |
|
|
2017
Q4 | $1.24M | Buy |
+27,524
| New | +$1.24M | 0.95% | 40 |
|