Safeguard Financial’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
Q1
$10.1M Sell
199,116
-3,942
-2% -$200K 2.22% 7
2024
Q4
$9.71M Sell
203,058
-16,695
-8% -$798K 2.11% 7
2024
Q3
$11.6M Buy
219,753
+17,632
+9% +$931K 2.73% 7
2024
Q2
$9.99M Sell
202,121
-695
-0.3% -$34.3K 2.78% 7
2024
Q1
$10.2M Sell
202,816
-10,451
-5% -$524K 3.32% 6
2023
Q4
$10.2M Buy
213,267
+2,210
+1% +$106K 3.87% 6
2023
Q3
$9.23M Sell
211,057
-715
-0.3% -$31.3K 4.45% 4
2023
Q2
$9.78M Buy
211,772
+4,658
+2% +$215K 4.71% 3
2023
Q1
$9.36M Sell
207,114
-708
-0.3% -$32K 5.68% 3
2022
Q4
$8.72M Buy
207,822
+9,983
+5% +$419K 6.24% 3
2022
Q3
$7.19M Buy
197,839
+51,911
+36% +$1.89M 6.66% 3
2022
Q2
$5.95M Buy
145,928
+32,045
+28% +$1.31M 7.11% 3
2022
Q1
$5.47M Buy
+113,883
New +$5.47M 8.18% 3