Seven Post Investment Office’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 | $13.4M | Buy |
235,339
+4,351
| +2% | +$248K | 5.05% | 6 |
|
|
2025
Q1 | $11.7M | Buy |
230,988
+851
| +0.4% | +$43.3K | 4.48% | 8 |
|
|
2024
Q4 | $11M | Buy |
230,137
+3,406
| +2% | +$163K | 4.21% | 8 |
|
|
2024
Q3 | $12M | Buy |
226,731
+2,017
| +0.9% | +$107K | 1.81% | 13 |
|
|
2024
Q2 | $11.1M | Sell |
224,714
-10,079
| -4% | -$498K | 2.06% | 11 |
|
|
2024
Q1 | $11.8M | Buy |
234,793
+6,353
| +3% | +$319K | 2.88% | 9 |
|
|
2023
Q4 | $10.9M | Sell |
228,440
-19,808
| -8% | -$949K | 2.76% | 9 |
|
|
2023
Q3 | $10.9M | Sell |
248,248
-2,246
| -0.9% | -$98.2K | 3% | 9 |
|
|
2023
Q2 | $11.6M | Sell |
250,494
-22,028
| -8% | -$1.02M | 3.52% | 8 |
|
|
2023
Q1 | $12.3M | Buy |
272,522
+2,321
| +0.9% | +$105K | 4.44% | 5 |
|
|
2022
Q4 | $11.3M | Sell |
270,201
-11,320
| -4% | -$475K | 3.99% | 7 |
|
|
2022
Q3 | $10.2M | Buy |
281,521
+8,736
| +3% | +$318K | 3.98% | 7 |
|
|
2022
Q2 | $11.1M | Buy |
272,785
+17,530
| +7% | +$715K | 4.14% | 6 |
|
|
2022
Q1 | $12.3M | Buy |
255,255
+42,789
| +20% | +$2.06M | 3.74% | 8 |
|
|
2021
Q4 | $10.8M | Buy |
212,466
+49,920
| +31% | +$2.55M | 2.93% | 7 |
|
|
2021
Q3 | $8.21M | Buy |
162,546
+28,227
| +21% | +$1.43M | 2.55% | 9 |
|
|
2021
Q2 | $6.92M | Buy |
134,319
+4,911
| +4% | +$253K | 2.09% | 10 |
|
|
2021
Q1 | $6.36M | Buy |
129,408
+12,988
| +11% | +$638K | 2.22% | 9 |
|
|
2020
Q4 | $5.5M | Sell |
116,420
-11,243
| -9% | -$531K | 2.24% | 9 |
|
|
2020
Q3 | $5.22M | Sell |
127,663
-82,614
| -39% | -$3.38M | 2.06% | 11 |
|
|
2020
Q2 | $8.16M | Sell |
210,277
-10,221
| -5% | -$396K | 3.45% | 4 |
|
|
2020
Q1 | $7.35M | Buy |
220,498
+9,654
| +5% | +$322K | 3.85% | 4 |
|
|
2019
Q4 | $9.29M | Buy |
210,844
+12,575
| +6% | +$554K | 6.74% | 4 |
|
|
2019
Q3 | $8.15M | Buy |
198,269
+10,493
| +6% | +$431K | 5.83% | 4 |
|
|
2019
Q2 | $7.83M | Buy |
187,776
+56,664
| +43% | +$2.36M | 5.31% | 4 |
|
|
2019
Q1 | $5.36M | Sell |
131,112
-571
| -0.4% | -$23.3K | 3.79% | 6 |
|
|
2018
Q4 | $4.89M | Sell |
131,683
-5,200
| -4% | -$193K | 3.8% | 6 |
|
|
2018
Q3 | $5.92M | Sell |
136,883
-48
| -0% | -$2.08K | 4.93% | 5 |
|
|
2018
Q2 | $5.87M | Buy |
136,931
+2,212
| +2% | +$94.9K | 24.68% | 2 |
|
|
2018
Q1 | $5.96M | Buy |
134,719
+13,876
| +11% | +$614K | 24.89% | 2 |
|
|
2017
Q4 | $5.42M | Buy |
120,843
+115
| +0.1% | +$5.16K | 23.76% | 2 |
|
|
2017
Q3 | $5.24M | Buy |
120,728
+2,250
| +2% | +$97.7K | 23.94% | 2 |
|
|
2017
Q2 | $4.9M | Buy |
118,478
+267
| +0.2% | +$11K | 23.55% | 2 |
|
|
2017
Q1 | $4.65M | Sell |
118,211
-2,035
| -2% | -$80K | 22.94% | 2 |
|
|
2016
Q4 | $4.39M | Sell |
120,246
-1,061
| -0.9% | -$38.8K | 23.08% | 2 |
|
|
2016
Q3 | $4.54M | Buy |
121,307
+2,114
| +2% | +$79.1K | 23.04% | 2 |
|
|
2016
Q2 | $4.22M | Sell |
119,193
-54,813
| -32% | -$1.94M | 22.4% | 2 |
|
|
2016
Q1 | $6.24M | Buy |
174,006
+11,562
| +7% | +$415K | 27.33% | 2 |
|
|
2015
Q4 | $5.97M | Sell |
162,444
-29,636
| -15% | -$1.09M | 23.61% | 3 |
|
|
2015
Q3 | $6.85M | Buy |
192,080
+23,495
| +14% | +$837K | 6.05% | 4 |
|
|
2015
Q2 | $6.68M | Buy |
168,585
+5,085
| +3% | +$202K | 5.27% | 5 |
|
|
2015
Q1 | $6.51M | Sell |
163,500
-55,091
| -25% | -$2.19M | 5.33% | 5 |
|
|
2014
Q4 | $8.28M | Buy |
218,591
+70,718
| +48% | +$2.68M | 7.36% | 4 |
|
|
2014
Q3 | $5.88M | Buy |
147,873
+3,597
| +2% | +$143K | 4.83% | 5 |
|
|
2014
Q2 | $5.95M | Hold |
144,276
| – | – | 7.03% | 3 |
|
|
2014
Q1 | $5.95M | Sell |
144,276
-145,761
| -50% | -$6.02M | 7.03% | 3 |
|
|
2013
Q4 | $12.1M | Buy |
290,037
+3,604
| +1% | +$150K | 13.6% | 2 |
|
|
2013
Q3 | $11.3M | Sell |
286,433
-3,706
| -1% | -$147K | 13.6% | 2 |
|
|
2013
Q2 | $10.3M | Buy |
+290,139
| New | +$10.3M | 13.73% | 2 |
|