Ropes Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Ropes Wealth Advisors’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$2.44M	Buy	55,815 +5,115	+10%	+$224K	0.47%	49
2023 Q2	$2.34M	Buy	50,700 +2,390	+5%	+$110K	0.39%	64
2023 Q1	$2.18M	Buy	48,310 +1,258	+3%	+$56.8K	0.39%	64
2022 Q4	$1.97M	Buy	47,052 +6,280	+15%	+$264K	0.35%	73
2022 Q3	$1.48M	Sell	40,772 -41	-0.1%	-$1.49K	0.31%	80
2022 Q2	$1.67M	Buy	40,813 +5,187	+15%	+$212K	0.34%	79
2022 Q1	$1.71M	Buy	35,626 +3,351	+10%	+$161K	0.29%	86
2021 Q4	$1.65M	Hold	32,275	–	–	0.29%	81
2021 Q3	$1.63M	Sell	32,275 -97	-0.3%	-$4.9K	0.26%	83
2021 Q2	$1.67M	Buy	32,372 +66	+0.2%	+$3.4K	0.26%	86
2021 Q1	$1.66M	Sell	32,306 -3,864	-11%	-$198K	0.29%	83
2020 Q4	$1.71M	Buy	36,170 +36,055	+31,352%	+$1.7M	0.27%	70
2020 Q3	$5K	Hold	115	–	–	﹤0.01%	565
2020 Q2	$4K	Hold	115	–	–	﹤0.01%	502
2020 Q1	$4K	Sell	115 -22,507	-99%	-$783K	﹤0.01%	472
2019 Q4	$997K	Sell	22,622 -200	-0.9%	-$8.81K	0.21%	91
2019 Q3	$938K	Buy	22,822 +8,559	+60%	+$352K	0.2%	98
2019 Q2	$595K	Buy	14,263 +64	+0.5%	+$2.67K	0.13%	127
2019 Q1	$580K	Sell	14,199 -955	-6%	-$39K	0.15%	126
2018 Q4	$562K	Buy	15,154 +3,500	+30%	+$130K	0.16%	122
2018 Q3	$504K	Buy	11,654 +2,948	+34%	+$127K	0.12%	144
2018 Q2	$373K	Buy	8,706 +966	+12%	+$41.4K	0.1%	170
2018 Q1	$342K	Hold	7,740	–	–	0.09%	174
2017 Q4	$347K	Hold	7,740	–	–	0.09%	173
2017 Q3	$336K	Sell	7,740 -1,546	-17%	-$67.1K	0.09%	176
2017 Q2	$384K	Buy	9,286 +40	+0.4%	+$1.65K	0.11%	158
2017 Q1	$363K	Buy	9,246 +1,546	+20%	+$60.7K	0.1%	161
2016 Q4	$281K	Buy	7,700 +1,865	+32%	+$68.1K	0.09%	174
2016 Q3	$218K	Buy	5,835 +2,150	+58%	+$80.3K	0.07%	189
2016 Q2	$130K	Sell	3,685 -163	-4%	-$5.75K	0.05%	212
2016 Q1	$138K	Hold	3,848	–	–	0.06%	172
2015 Q4	$141K	Hold	3,848	–	–	0.06%	175
2015 Q3	$137K	Sell	3,848 -577	-13%	-$20.5K	0.07%	158
2015 Q2	$175K	Buy	4,425 +740	+20%	+$29.3K	0.1%	129
2015 Q1	$147K	Buy	+3,685	New	+$147K	0.08%	145