SHFA
SC&H Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
4,922
+865
| +21% | +$49.3K | 0.05% | 123 |
|
|
2025
Q1 | $206K | Buy |
+4,057
| New | +$206K | 0.04% | 145 |
|
|
2024
Q4 | – | Sell |
-3,918
| Closed | -$207K | – | 154 |
|
|
2024
Q3 | $207K | Buy |
+3,918
| New | +$207K | 0.05% | 150 |
|
|
2024
Q2 | – | Sell |
-4,156
| Closed | -$209K | – | 147 |
|
|
2024
Q1 | $209K | Sell |
4,156
-202
| -5% | -$10.1K | 0.05% | 141 |
|
|
2023
Q4 | $209K | Buy |
+4,358
| New | +$209K | 0.06% | 136 |
|
|
2023
Q3 | – | Sell |
-4,358
| Closed | -$201K | – | 136 |
|
|
2023
Q2 | $201K | Buy |
+4,358
| New | +$201K | 0.07% | 133 |
|
|
2022
Q2 | – | Sell |
-8,359
| Closed | -$401K | – | 158 |
|
|
2022
Q1 | $401K | Buy |
8,359
+2,629
| +46% | +$126K | 0.19% | 101 |
|
|
2021
Q4 | $293K | Buy |
+5,730
| New | +$293K | 0.16% | 123 |
|