Root Financial Partners’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 | $2.05M | Sell |
35,891
-620
| -2% | -$35.3K | 0.2% | 44 |
|
2025
Q1 | $1.86M | Sell |
36,511
-1,238
| -3% | -$63K | 0.2% | 37 |
|
2024
Q4 | $1.81M | Buy |
37,749
+4,294
| +13% | +$205K | 0.22% | 37 |
|
2024
Q3 | $1.77M | Buy |
33,455
+12,168
| +57% | +$643K | 0.28% | 31 |
|
2024
Q2 | $1.05M | Buy |
21,287
+2,584
| +14% | +$128K | 0.25% | 33 |
|
2024
Q1 | $938K | Buy |
18,703
+2,519
| +16% | +$126K | 0.28% | 34 |
|
2023
Q4 | $775K | Buy |
16,184
+2,972
| +22% | +$142K | 0.29% | 36 |
|
2023
Q3 | $578K | Sell |
13,212
-2,991
| -18% | -$131K | 0.31% | 38 |
|
2023
Q2 | $748K | Sell |
16,203
-18,753
| -54% | -$866K | 0.45% | 29 |
|
2023
Q1 | $1.58M | Buy |
+34,956
| New | +$1.58M | 1.13% | 17 |
|