Sightline Wealth Advisors’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 | $3.87M | Buy |
67,804
+1,384
| +2% | +$78.9K | 1.87% | 14 |
|
2025
Q1 | $3.38M | Buy |
66,420
+10,978
| +20% | +$558K | 1.78% | 14 |
|
2024
Q4 | $2.65M | Buy |
55,442
+3,691
| +7% | +$177K | 1.43% | 18 |
|
2024
Q3 | $2.73M | Sell |
51,751
-292
| -0.6% | -$15.4K | 1.51% | 19 |
|
2024
Q2 | $2.57M | Buy |
52,043
+225
| +0.4% | +$11.1K | 1.6% | 16 |
|
2024
Q1 | $2.6M | Buy |
51,818
+977
| +2% | +$49K | 1.71% | 15 |
|
2023
Q4 | $2.44M | Buy |
50,841
+2,589
| +5% | +$124K | 1.85% | 13 |
|
2023
Q3 | $2.11M | Buy |
48,252
+2,747
| +6% | +$120K | 1.97% | 12 |
|
2023
Q2 | $2.06M | Buy |
45,505
+959
| +2% | +$43.3K | 2.04% | 14 |
|
2023
Q1 | $2.01M | Buy |
44,546
+14,853
| +50% | +$671K | 2.06% | 14 |
|
2022
Q4 | $1.25M | Buy |
29,693
+15,158
| +104% | +$636K | 1.34% | 17 |
|
2022
Q3 | $540K | Buy |
14,535
+2,617
| +22% | +$97.2K | 0.63% | 24 |
|
2022
Q2 | $483K | Buy |
11,918
+1,538
| +15% | +$62.3K | 0.47% | 31 |
|
2022
Q1 | $499K | Buy |
10,380
+455
| +5% | +$21.9K | 0.42% | 35 |
|
2021
Q4 | $510K | Sell |
9,925
-503
| -5% | -$25.8K | 0.46% | 31 |
|
2021
Q3 | $527K | Buy |
10,428
+11
| +0.1% | +$556 | 0.44% | 29 |
|
2021
Q2 | $537K | Buy |
10,417
+22
| +0.2% | +$1.13K | 0.44% | 34 |
|
2021
Q1 | $511K | Sell |
10,395
-252
| -2% | -$12.4K | 0.47% | 35 |
|
2020
Q4 | $503K | Buy |
+10,647
| New | +$503K | 0.5% | 35 |
|