Rooted 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 | $530K | Sell |
9,320
-192
| -2% | -$10.9K | 0.18% | 65 |
|
|
2025
Q1 | $446K | Buy |
9,512
+28
| +0.3% | +$1.31K | 0.19% | 63 |
|
|
2024
Q4 | $458K | Sell |
9,484
-1,596
| -14% | -$77.1K | 0.18% | 59 |
|
|
2024
Q3 | $575K | Sell |
11,080
-1,024
| -8% | -$53.1K | 0.26% | 49 |
|
|
2024
Q2 | $613K | Buy |
12,104
+538
| +5% | +$27.2K | 0.27% | 53 |
|
|
2024
Q1 | $574K | Buy |
11,566
+832
| +8% | +$41.3K | 0.28% | 51 |
|
|
2023
Q4 | $510K | Buy |
+10,734
| New | +$510K | 0.27% | 54 |
|
|
2023
Q2 | – | Sell |
-4,549
| Closed | -$210K | – | 101 |
|
|
2023
Q1 | $210K | Sell |
4,549
-683
| -13% | -$31.5K | 0.16% | 81 |
|
|
2022
Q4 | $220K | Buy |
+5,232
| New | +$220K | 0.18% | 67 |
|