RKL Wealth Management’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 | $3.15M | Buy |
55,245
+5,849
| +12% | +$333K | 0.28% | 51 |
|
|
2025
Q1 | $2.51M | Buy |
49,396
+946
| +2% | +$48.1K | 0.24% | 59 |
|
|
2024
Q4 | $2.32M | Buy |
48,450
+35,526
| +275% | +$1.7M | 0.21% | 65 |
|
|
2024
Q3 | $683K | Sell |
12,924
-98
| -0.8% | -$5.18K | 0.06% | 94 |
|
|
2024
Q2 | $644K | Sell |
13,022
-1,176
| -8% | -$58.1K | 0.06% | 90 |
|
|
2024
Q1 | $712K | Sell |
14,198
-319
| -2% | -$16K | 0.07% | 89 |
|
|
2023
Q4 | $695K | Sell |
14,517
-187
| -1% | -$8.96K | 0.08% | 89 |
|
|
2023
Q3 | $643K | Buy |
14,704
+3,059
| +26% | +$134K | 0.08% | 88 |
|
|
2023
Q2 | $538K | Buy |
11,645
+172
| +1% | +$7.94K | 0.06% | 91 |
|
|
2023
Q1 | $518K | Sell |
11,473
-51
| -0.4% | -$2.3K | 0.07% | 93 |
|
|
2022
Q4 | $484K | Buy |
11,524
+2,233
| +24% | +$93.7K | 0.06% | 95 |
|
|
2022
Q3 | $338K | Buy |
9,291
+27
| +0.3% | +$982 | 0.05% | 108 |
|
|
2022
Q2 | $378K | Buy |
9,264
+28
| +0.3% | +$1.14K | 0.05% | 101 |
|
|
2022
Q1 | $444K | Buy |
+9,236
| New | +$444K | 0.05% | 104 |
|
|
2020
Q1 | – | Sell |
-5,477
| Closed | -$241K | – | 121 |
|
|
2019
Q4 | $241K | Sell |
5,477
-179
| -3% | -$7.88K | 0.04% | 112 |
|
|
2019
Q3 | $232K | Sell |
5,656
-85
| -1% | -$3.49K | 0.04% | 115 |
|
|
2019
Q2 | $240K | Sell |
5,741
-2,471
| -30% | -$103K | 0.04% | 118 |
|
|
2019
Q1 | $336K | Buy |
8,212
+2,401
| +41% | +$98.2K | 0.07% | 111 |
|
|
2018
Q4 | $216K | Sell |
5,811
-14,185
| -71% | -$527K | 0.05% | 119 |
|
|
2018
Q3 | $865K | Hold |
19,996
| – | – | 0.18% | 82 |
|
|
2018
Q2 | $858K | Sell |
19,996
-190
| -0.9% | -$8.15K | 0.19% | 81 |
|
|
2018
Q1 | $893K | Hold |
20,186
| – | – | 0.21% | 82 |
|
|
2017
Q4 | $905K | Buy |
20,186
+1,851
| +10% | +$83K | 0.22% | 82 |
|
|
2017
Q3 | $796K | Buy |
18,335
+5
| +0% | +$217 | 0.22% | 88 |
|
|
2017
Q2 | $757K | Buy |
+18,330
| New | +$757K | 0.24% | 91 |
|