RIS
Retirement Income 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 | $304K | Sell |
5,329
-1,222
| -19% | -$69.7K | 0.06% | 120 |
|
2025
Q1 | $333K | Sell |
6,551
-3,554
| -35% | -$181K | 0.07% | 103 |
|
2024
Q4 | $483K | Buy |
10,105
+4,776
| +90% | +$228K | 0.1% | 77 |
|
2024
Q3 | $281K | Hold |
5,329
| – | – | 0.06% | 113 |
|
2024
Q2 | $263K | Sell |
5,329
-741
| -12% | -$36.6K | 0.06% | 113 |
|
2024
Q1 | $305K | Buy |
6,070
+583
| +11% | +$29.2K | 0.07% | 108 |
|
2023
Q4 | $263K | Sell |
5,487
-409
| -7% | -$19.6K | 0.07% | 113 |
|
2023
Q3 | $258K | Buy |
5,896
+1,475
| +33% | +$64.5K | 0.07% | 107 |
|
2023
Q2 | $204K | Sell |
4,421
-51
| -1% | -$2.36K | 0.05% | 135 |
|
2023
Q1 | $202K | Buy |
+4,472
| New | +$202K | 0.06% | 132 |
|
2022
Q4 | – | Sell |
-7,840
| Closed | -$286K | – | 125 |
|
2022
Q3 | $286K | Buy |
+7,840
| New | +$286K | 0.1% | 87 |
|
2018
Q3 | – | Sell |
-6,899
| Closed | -$296K | – | 71 |
|
2018
Q2 | $296K | Buy |
6,899
+593
| +9% | +$25.4K | 0.18% | 52 |
|
2018
Q1 | $279K | Hold |
6,306
| – | – | 0.17% | 51 |
|
2017
Q4 | $283K | Buy |
+6,306
| New | +$283K | 0.17% | 56 |
|