Private Advisory Group’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
Q1 | – | Sell |
-5,566
| Closed | -$266K | – | 236 |
|
|
2024
Q4 | $266K | Buy |
+5,566
| New | +$266K | 0.03% | 184 |
|
|
2024
Q2 | – | Sell |
-4,945
| Closed | -$248K | – | 209 |
|
|
2024
Q1 | $248K | Buy |
4,945
+347
| +8% | +$17.4K | 0.04% | 167 |
|
|
2023
Q4 | $220K | Buy |
+4,598
| New | +$220K | 0.04% | 184 |
|
|
2022
Q2 | – | Sell |
-5,624
| Closed | -$270K | – | 203 |
|
|
2022
Q1 | $270K | Buy |
+5,624
| New | +$270K | 0.05% | 142 |
|
|
2020
Q2 | – | Sell |
-90,694
| Closed | -$3.02M | – | 131 |
|
|
2020
Q1 | $3.02M | Buy |
+90,694
| New | +$3.02M | 1.54% | 24 |
|
|
2019
Q2 | – | Sell |
-162,347
| Closed | -$6.02M | – | 150 |
|
|
2019
Q1 | $6.02M | Hold |
162,347
| – | – | 3.38% | 3 |
|
|
2018
Q4 | $6.02M | Sell |
162,347
-109,485
| -40% | -$4.06M | 3.38% | 3 |
|
|
2018
Q3 | $11.1M | Buy |
271,832
+250,186
| +1,156% | +$10.2M | 5.68% | 1 |
|
|
2018
Q2 | $929K | Buy |
+21,646
| New | +$929K | 0.47% | 72 |
|