PS
Planned Solutions’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 | $698K | Sell |
12,252
-4,901
| -29% | -$279K | 0.27% | 45 |
|
|
2025
Q1 | $872K | Sell |
17,153
-20
| -0.1% | -$1.02K | 0.35% | 35 |
|
|
2024
Q4 | $821K | Sell |
17,173
-185,208
| -92% | -$8.86M | 0.33% | 35 |
|
|
2024
Q3 | $10.7M | Buy |
202,381
+4,384
| +2% | +$232K | 4.29% | 8 |
|
|
2024
Q2 | $9.79M | Buy |
197,997
+3,957
| +2% | +$196K | 4.74% | 8 |
|
|
2024
Q1 | $9.73M | Buy |
194,040
+3,688
| +2% | +$185K | 4.78% | 8 |
|
|
2023
Q4 | $9.12M | Sell |
190,352
-1,303
| -0.7% | -$62.4K | 4.27% | 8 |
|
|
2023
Q3 | $8.38M | Buy |
191,655
+8,895
| +5% | +$389K | 5.04% | 8 |
|
|
2023
Q2 | $8.44M | Buy |
182,760
+12,013
| +7% | +$555K | 4.99% | 8 |
|
|
2023
Q1 | $7.71M | Buy |
+170,747
| New | +$7.71M | 4.89% | 8 |
|
|
2020
Q4 | – | Sell |
-2,414
| Closed | -$99K | – | 470 |
|
|
2020
Q3 | $99K | Buy |
+2,414
| New | +$99K | 0.1% | 81 |
|