Riverpoint Wealth Management Holdings’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 | $48.8M | Buy |
855,776
+30,346
| +4% | +$1.73M | 11.48% | 3 |
|
|
2025
Q1 | $42M | Buy |
825,430
+8,763
| +1% | +$445K | 10.84% | 3 |
|
|
2024
Q4 | $39.1M | Buy |
816,667
+10,179
| +1% | +$487K | 10.19% | 4 |
|
|
2024
Q3 | $42.6M | Buy |
806,488
+5,168
| +0.6% | +$273K | 10.92% | 3 |
|
|
2024
Q2 | $39.6M | Buy |
801,320
+2,266
| +0.3% | +$112K | 10.99% | 3 |
|
|
2024
Q1 | $40.1M | Buy |
799,054
+1,102
| +0.1% | +$55.3K | 11.15% | 3 |
|
|
2023
Q4 | $38.2M | Buy |
797,952
+35,785
| +5% | +$1.71M | 11.25% | 2 |
|
|
2023
Q3 | $33.3M | Buy |
762,167
+5,567
| +0.7% | +$243K | 10.99% | 3 |
|
|
2023
Q2 | $34.9M | Buy |
756,600
+7,182
| +1% | +$332K | 11.08% | 3 |
|
|
2023
Q1 | $33.9M | Buy |
749,418
+1,910
| +0.3% | +$86.3K | 11.69% | 3 |
|
|
2022
Q4 | $31.4M | Buy |
747,508
+28,804
| +4% | +$1.21M | 11.59% | 3 |
|
|
2022
Q3 | $26.1M | Sell |
718,704
-25,383
| -3% | -$923K | 11.12% | 4 |
|
|
2022
Q2 | $30.4M | Buy |
744,087
+26,468
| +4% | +$1.08M | 12.22% | 2 |
|
|
2022
Q1 | $34.5M | Buy |
717,619
+48,520
| +7% | +$2.33M | 11.93% | 2 |
|
|
2021
Q4 | $34.2M | Buy |
669,099
+23,733
| +4% | +$1.21M | 11.6% | 3 |
|
|
2021
Q3 | $32.6M | Buy |
645,366
+11,493
| +2% | +$580K | 11.44% | 3 |
|
|
2021
Q2 | $32.7M | Buy |
633,873
+1,334
| +0.2% | +$68.7K | 9.03% | 3 |
|
|
2021
Q1 | $31.1M | Buy |
632,539
+4,662
| +0.7% | +$229K | 9.39% | 3 |
|
|
2020
Q4 | $29.6M | Buy |
627,877
+2,853
| +0.5% | +$135K | 9.37% | 3 |
|
|
2020
Q3 | $25.6M | Sell |
625,024
-566
| -0.1% | -$23.1K | 9.29% | 3 |
|
|
2020
Q2 | $24.3M | Buy |
625,590
+139,187
| +29% | +$5.4M | 9.47% | 3 |
|
|
2020
Q1 | $16.2M | Buy |
486,403
+280,275
| +136% | +$9.34M | 7.92% | 4 |
|
|
2019
Q4 | $9.08M | Sell |
206,128
-6,214
| -3% | -$274K | 3.6% | 7 |
|
|
2019
Q3 | $8.72M | Buy |
212,342
+1,123
| +0.5% | +$46.1K | 3.86% | 8 |
|
|
2019
Q2 | $8.81M | Buy |
211,219
+4,735
| +2% | +$197K | 4.02% | 8 |
|
|
2019
Q1 | $8.44M | Sell |
206,484
-31,061
| -13% | -$1.27M | 4.07% | 8 |
|
|
2018
Q4 | $8.81M | Buy |
+237,545
| New | +$8.81M | 4.89% | 6 |
|