Roth 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 | $9.97M | Buy |
175,048
+757
| +0.4% | +$43.1K | 3.6% | 9 |
|
|
2025
Q1 | $8.87M | Buy |
174,291
+5,792
| +3% | +$295K | 3.5% | 9 |
|
|
2024
Q4 | $8.06M | Buy |
168,499
+5,021
| +3% | +$240K | 3.21% | 9 |
|
|
2024
Q3 | $8.64M | Sell |
163,478
-1,796
| -1% | -$94.9K | 3.45% | 9 |
|
|
2024
Q2 | $8.17M | Sell |
165,274
-84
| -0.1% | -$4.15K | 3.52% | 9 |
|
|
2024
Q1 | $8.3M | Buy |
165,358
+7,914
| +5% | +$397K | 3.68% | 9 |
|
|
2023
Q4 | $7.54M | Sell |
157,444
-1,379
| -0.9% | -$66.1K | 3.86% | 9 |
|
|
2023
Q3 | $6.95M | Sell |
158,823
-6,482
| -4% | -$284K | 4.35% | 7 |
|
|
2023
Q2 | $7.62M | Sell |
165,305
-4,606
| -3% | -$212K | 4.78% | 7 |
|
|
2023
Q1 | $7.67M | Sell |
169,911
-798
| -0.5% | -$36K | 5.11% | 7 |
|
|
2022
Q4 | $7.18M | Buy |
170,709
+5,990
| +4% | +$252K | 5.19% | 7 |
|
|
2022
Q3 | $5.99M | Sell |
164,719
-3,226
| -2% | -$117K | 4.81% | 7 |
|
|
2022
Q2 | $6.86M | Buy |
167,945
+34,437
| +26% | +$1.41M | 5.47% | 6 |
|
|
2022
Q1 | $6.43M | Buy |
133,508
+21,194
| +19% | +$1.02M | 4.64% | 6 |
|
|
2021
Q4 | $5.74M | Buy |
112,314
+9,516
| +9% | +$486K | 4.08% | 8 |
|
|
2021
Q3 | $5.19M | Buy |
102,798
+2,828
| +3% | +$143K | 4.03% | 8 |
|
|
2021
Q2 | $5.15M | Buy |
99,970
+183
| +0.2% | +$9.44K | 3.97% | 8 |
|
|
2021
Q1 | $4.9M | Buy |
99,787
+5,513
| +6% | +$271K | 4.05% | 7 |
|
|
2020
Q4 | $4.45M | Buy |
+94,274
| New | +$4.45M | 4.41% | 7 |
|