River 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 | $705K | Buy |
12,370
+121
| +1% | +$6.9K | 0.09% | 132 |
|
2025
Q1 | $623K | Sell |
12,249
-425
| -3% | -$21.6K | 0.09% | 134 |
|
2024
Q4 | $606K | Sell |
12,674
-145
| -1% | -$6.93K | 0.08% | 140 |
|
2024
Q3 | $677K | Buy |
12,819
+906
| +8% | +$47.8K | 0.09% | 131 |
|
2024
Q2 | $589K | Sell |
11,913
-908
| -7% | -$44.9K | 0.08% | 131 |
|
2024
Q1 | $643K | Buy |
12,821
+910
| +8% | +$45.7K | 0.09% | 126 |
|
2023
Q4 | $571K | Hold |
11,911
| – | – | 0.09% | 133 |
|
2023
Q3 | $521K | Sell |
11,911
-232
| -2% | -$10.1K | 0.09% | 135 |
|
2023
Q2 | $561K | Sell |
12,143
-3,433
| -22% | -$159K | 0.1% | 141 |
|
2023
Q1 | $704K | Buy |
15,576
+3,728
| +31% | +$168K | 0.13% | 131 |
|
2022
Q4 | $497K | Sell |
11,848
-773
| -6% | -$32.4K | 0.1% | 146 |
|
2022
Q3 | $459K | Sell |
12,621
-16,764
| -57% | -$610K | 0.1% | 142 |
|
2022
Q2 | $1.2M | Sell |
29,385
-170
| -0.6% | -$6.94K | 0.22% | 100 |
|
2022
Q1 | $1.42M | Sell |
29,555
-260
| -0.9% | -$12.5K | 0.23% | 93 |
|
2021
Q4 | $1.52M | Sell |
29,815
-789
| -3% | -$40.3K | 0.24% | 94 |
|
2021
Q3 | $1.55M | Buy |
30,604
+2,903
| +10% | +$147K | 0.26% | 90 |
|
2021
Q2 | $1.43M | Buy |
27,701
+2,895
| +12% | +$149K | 0.25% | 94 |
|
2021
Q1 | $1.22M | Sell |
24,806
-428
| -2% | -$21K | 0.23% | 98 |
|
2020
Q4 | $1.19M | Buy |
25,234
+669
| +3% | +$31.6K | 0.26% | 94 |
|
2020
Q3 | $1.01M | Buy |
24,565
+428
| +2% | +$17.5K | 0.26% | 92 |
|
2020
Q2 | $936K | Buy |
24,137
+13,000
| +117% | +$504K | 0.28% | 92 |
|
2020
Q1 | $371K | Buy |
+11,137
| New | +$371K | 0.15% | 121 |
|
2019
Q1 | – | Sell |
-4,518
| Closed | -$168K | – | 481 |
|
2018
Q4 | $168K | Sell |
4,518
-843
| -16% | -$31.3K | 0.07% | 159 |
|
2018
Q3 | $232K | Sell |
5,361
-850
| -14% | -$36.8K | 0.09% | 155 |
|
2018
Q2 | $266K | Sell |
6,211
-425
| -6% | -$18.2K | 0.1% | 147 |
|
2018
Q1 | $294K | Buy |
6,636
+2,023
| +44% | +$89.6K | 0.12% | 139 |
|
2017
Q4 | $207K | Buy |
+4,613
| New | +$207K | 0.09% | 161 |
|