SFA
Sequoia 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 | $52.1M | Sell |
913,767
-174,118
| -16% | -$9.93M | 0.36% | 59 |
|
|
2025
Q1 | $55.3M | Buy |
1,087,885
+461,191
| +74% | +$23.4M | 0.43% | 52 |
|
|
2024
Q4 | $30M | Buy |
626,694
+497,461
| +385% | +$23.8M | 0.29% | 81 |
|
|
2024
Q3 | $6.82M | Buy |
129,233
+5,300
| +4% | +$280K | 0.07% | 184 |
|
|
2024
Q2 | $6.12M | Buy |
123,933
+43,439
| +54% | +$2.15M | 0.07% | 171 |
|
|
2024
Q1 | $4.04M | Sell |
80,494
-49,352
| -38% | -$2.48M | 0.05% | 217 |
|
|
2023
Q4 | $6.22M | Buy |
129,846
+87,261
| +205% | +$4.18M | 0.08% | 193 |
|
|
2023
Q3 | $1.86M | Buy |
42,585
+773
| +2% | +$33.8K | 0.03% | 238 |
|
|
2023
Q2 | $1.93M | Sell |
41,812
-60,301
| -59% | -$2.78M | 0.03% | 247 |
|
|
2023
Q1 | $4.61M | Buy |
102,113
+6,092
| +6% | +$275K | 0.1% | 148 |
|
|
2022
Q4 | $4.03M | Buy |
96,021
+73,207
| +321% | +$3.07M | 0.1% | 147 |
|
|
2022
Q3 | $830K | Sell |
22,814
-29,915
| -57% | -$1.09M | 0.03% | 229 |
|
|
2022
Q2 | $2.15M | Buy |
52,729
+10,746
| +26% | +$438K | 0.06% | 166 |
|
|
2022
Q1 | $2.02M | Buy |
41,983
+11,324
| +37% | +$544K | 0.05% | 190 |
|
|
2021
Q4 | $1.57M | Buy |
30,659
+17,844
| +139% | +$911K | 0.04% | 204 |
|
|
2021
Q3 | $647K | Sell |
12,815
-9,998
| -44% | -$505K | 0.07% | 132 |
|
|
2021
Q2 | $1.18M | Buy |
22,813
+1,573
| +7% | +$81K | 0.04% | 190 |
|
|
2021
Q1 | $1.04M | Sell |
21,240
-3,444
| -14% | -$169K | 0.04% | 184 |
|
|
2020
Q4 | $1.17M | Sell |
24,684
-2,789
| -10% | -$132K | 0.05% | 171 |
|
|
2020
Q3 | $1.12M | Buy |
27,473
+3,337
| +14% | +$137K | 0.06% | 153 |
|
|
2020
Q2 | $936K | Buy |
24,136
+2,187
| +10% | +$84.8K | 0.06% | 160 |
|
|
2020
Q1 | $732K | Buy |
21,949
+423
| +2% | +$14.1K | 0.05% | 148 |
|
|
2019
Q4 | $948K | Buy |
21,526
+526
| +3% | +$23.2K | 0.06% | 145 |
|
|
2019
Q3 | $863K | Buy |
21,000
+1,919
| +10% | +$78.9K | 0.06% | 139 |
|
|
2019
Q2 | $796K | Buy |
19,081
+8,010
| +72% | +$334K | 0.06% | 144 |
|
|
2019
Q1 | $452K | Buy |
+11,071
| New | +$452K | 0.04% | 200 |
|
|
2018
Q4 | – | Sell |
-5,882
| Closed | -$255K | – | 332 |
|
|
2018
Q3 | $255K | Sell |
5,882
-1,599
| -21% | -$69.3K | 0.03% | 258 |
|
|
2018
Q2 | $321K | Buy |
7,481
+424
| +6% | +$18.2K | 0.03% | 216 |
|
|
2018
Q1 | $312K | Buy |
7,057
+2,276
| +48% | +$101K | 0.03% | 228 |
|
|
2017
Q4 | $214K | Buy |
+4,781
| New | +$214K | 0.02% | 276 |
|
|
2016
Q1 | – | Sell |
-10,986
| Closed | -$403K | – | 215 |
|
|
2015
Q4 | $403K | Sell |
10,986
-5,363
| -33% | -$197K | 0.16% | 97 |
|
|
2015
Q3 | $583K | Sell |
16,349
-3,268
| -17% | -$117K | 0.25% | 80 |
|
|
2015
Q2 | $778K | Buy |
19,617
+1,203
| +7% | +$47.7K | 0.33% | 73 |
|
|
2015
Q1 | $733K | Buy |
+18,414
| New | +$733K | 0.34% | 70 |
|