Shakespeare Wealth Management’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 | $590K | Buy |
10,343
+254
| +3% | +$14.5K | 0.16% | 54 |
|
|
2025
Q1 | $513K | Sell |
10,089
-937
| -8% | -$47.6K | 0.14% | 65 |
|
|
2024
Q4 | $527K | Sell |
11,026
-200
| -2% | -$9.56K | 0.14% | 62 |
|
|
2024
Q3 | $593K | Sell |
11,226
-291
| -3% | -$15.4K | 0.16% | 56 |
|
|
2024
Q2 | $569K | Buy |
11,517
+3,768
| +49% | +$186K | 0.16% | 50 |
|
|
2024
Q1 | $389K | Hold |
7,749
| – | – | 0.11% | 63 |
|
|
2023
Q4 | $371K | Hold |
7,749
| – | – | 0.11% | 60 |
|
|
2023
Q3 | $339K | Hold |
7,749
| – | – | 0.12% | 62 |
|
|
2023
Q2 | $358K | Sell |
7,749
-2,179
| -22% | -$101K | 0.12% | 62 |
|
|
2023
Q1 | $448K | Buy |
9,928
+955
| +11% | +$43.1K | 0.16% | 52 |
|
|
2022
Q4 | $377K | Sell |
8,973
-1,892
| -17% | -$79.4K | 0.14% | 56 |
|
|
2022
Q3 | $395K | Buy |
10,865
+4,870
| +81% | +$177K | 0.17% | 53 |
|
|
2022
Q2 | $246K | Buy |
5,995
+159
| +3% | +$6.52K | 0.1% | 63 |
|
|
2022
Q1 | $284K | Buy |
5,836
+1,703
| +41% | +$82.9K | 0.1% | 60 |
|
|
2021
Q4 | $211K | Buy |
+4,133
| New | +$211K | 0.08% | 72 |
|