SPA
Shore Point 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 | $319K | Buy |
5,589
+55
| +1% | +$3.14K | 0.15% | 59 |
|
2025
Q1 | $281K | Buy |
5,534
+135
| +3% | +$6.86K | 0.15% | 57 |
|
2024
Q4 | $258K | Buy |
5,399
+100
| +2% | +$4.78K | 0.14% | 59 |
|
2024
Q3 | $280K | Buy |
5,299
+37
| +0.7% | +$1.95K | 0.15% | 55 |
|
2024
Q2 | $260K | Buy |
5,262
+80
| +2% | +$3.95K | 0.15% | 53 |
|
2024
Q1 | $260K | Buy |
5,182
+50
| +1% | +$2.51K | 0.15% | 51 |
|
2023
Q4 | $246K | Buy |
+5,132
| New | +$246K | 0.15% | 51 |
|
2023
Q3 | – | Sell |
-4,985
| Closed | -$230K | – | 50 |
|
2023
Q2 | $230K | Sell |
4,985
-34
| -0.7% | -$1.57K | 0.16% | 47 |
|
2023
Q1 | $227K | Sell |
5,019
-150
| -3% | -$6.78K | 0.17% | 46 |
|
2022
Q4 | $217K | Sell |
5,169
-2,496
| -33% | -$105K | 0.18% | 46 |
|
2022
Q3 | $279K | Sell |
7,665
-1,933
| -20% | -$70.4K | 0.27% | 30 |
|
2022
Q2 | $392K | Sell |
9,598
-3,379
| -26% | -$138K | 0.37% | 25 |
|
2022
Q1 | $623K | Sell |
12,977
-117
| -0.9% | -$5.62K | 0.54% | 21 |
|
2021
Q4 | $669K | Buy |
+13,094
| New | +$669K | 0.56% | 21 |
|