SW
SkyOak Wealth’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 | $459K | Sell |
8,052
-1,582
| -16% | -$90.2K | 0.09% | 133 |
|
|
2025
Q1 | $490K | Sell |
9,634
-401
| -4% | -$20.4K | 0.11% | 119 |
|
|
2024
Q4 | $480K | Buy |
10,035
+5,553
| +124% | +$266K | 0.1% | 119 |
|
|
2024
Q3 | $237K | Hold |
4,482
| – | – | 0.05% | 205 |
|
|
2024
Q2 | $222K | Buy |
4,482
+76
| +2% | +$3.76K | 0.05% | 217 |
|
|
2024
Q1 | $221K | Buy |
+4,406
| New | +$221K | 0.05% | 219 |
|
|
2022
Q2 | – | Sell |
-4,185
| Closed | -$201K | – | 256 |
|
|
2022
Q1 | $201K | Buy |
4,185
+3
| +0.1% | +$144 | 0.06% | 226 |
|
|
2021
Q4 | $214K | Buy |
4,182
+2
| +0% | +$102 | 0.05% | 222 |
|
|
2021
Q3 | $211K | Hold |
4,180
| – | – | 0.06% | 213 |
|
|
2021
Q2 | $215K | Buy |
4,180
+92
| +2% | +$4.73K | 0.06% | 213 |
|
|
2021
Q1 | $210K | Buy |
+4,088
| New | +$210K | 0.06% | 212 |
|
|
2020
Q2 | – | Sell |
-7,852
| Closed | -$262K | – | 261 |
|
|
2020
Q1 | $262K | Sell |
7,852
-4,296
| -35% | -$143K | 0.13% | 171 |
|
|
2019
Q4 | $535K | Buy |
+12,148
| New | +$535K | 0.17% | 148 |
|