Provenance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
6,728
-249
| -4% | -$14.2K | 0.06% | 80 |
|
|
2025
Q1 | $355K | Sell |
6,977
-97
| -1% | -$4.93K | 0.05% | 89 |
|
|
2024
Q4 | $338K | Hold |
7,074
| – | – | 0.04% | 111 |
|
|
2024
Q3 | $374K | Sell |
7,074
-97
| -1% | -$5.12K | 0.05% | 114 |
|
|
2024
Q2 | $354K | Hold |
7,171
| – | – | 0.05% | 104 |
|
|
2024
Q1 | $360K | Sell |
7,171
-458
| -6% | -$23K | 0.05% | 106 |
|
|
2023
Q4 | $365K | Sell |
7,629
-592
| -7% | -$28.4K | 0.05% | 96 |
|
|
2023
Q3 | $359K | Buy |
+8,221
| New | +$359K | 0.06% | 91 |
|