Resurgent Financial 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
Q1 | – | Sell |
-2,438
| Closed | -$117K | – | 462 |
|
2023
Q4 | $117K | Sell |
2,438
-1,025
| -30% | -$49.1K | 0.07% | 228 |
|
2023
Q3 | $151K | Hold |
3,463
| – | – | 0.1% | 177 |
|
2023
Q2 | $160K | Sell |
3,463
-2
| -0.1% | -$92 | 0.11% | 170 |
|
2023
Q1 | $157K | Sell |
3,465
-1,824
| -34% | -$82.4K | 0.1% | 174 |
|
2022
Q4 | $222K | Buy |
+5,289
| New | +$222K | 0.12% | 181 |
|