SFA
Source Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $320K | Buy |
6,052
+8
| +0.1% | +$422 | 0.09% | 95 |
|
|
2024
Q2 | $299K | Sell |
6,044
-6,603
| -52% | -$326K | 0.09% | 93 |
|
|
2024
Q1 | $634K | Sell |
12,647
-394
| -3% | -$19.8K | 0.19% | 57 |
|
|
2023
Q4 | $625K | Sell |
13,041
-68
| -0.5% | -$3.26K | 0.19% | 65 |
|
|
2023
Q3 | $573K | Sell |
13,109
-665
| -5% | -$29.1K | 0.19% | 66 |
|
|
2023
Q2 | $636K | Sell |
13,774
-2,393
| -15% | -$111K | 0.21% | 70 |
|
|
2023
Q1 | $730K | Sell |
16,167
-351
| -2% | -$15.9K | 0.24% | 60 |
|
|
2022
Q4 | $693K | Sell |
16,518
-5,210
| -24% | -$219K | 0.26% | 65 |
|
|
2022
Q3 | $790K | Sell |
21,728
-1,867
| -8% | -$67.9K | 0.31% | 58 |
|
|
2022
Q2 | $963K | Sell |
23,595
-3,145
| -12% | -$128K | 0.38% | 53 |
|
|
2022
Q1 | $1.28M | Sell |
26,740
-4,196
| -14% | -$201K | 0.38% | 46 |
|
|
2021
Q4 | $1.58M | Buy |
30,936
+123
| +0.4% | +$6.28K | 0.43% | 42 |
|
|
2021
Q3 | $1.56M | Sell |
30,813
-3,894
| -11% | -$197K | 0.4% | 41 |
|
|
2021
Q2 | $1.79M | Buy |
34,707
+11
| +0% | +$567 | 0.46% | 38 |
|
|
2021
Q1 | $1.7M | Buy |
34,696
+1,540
| +5% | +$75.6K | 0.45% | 37 |
|
|
2020
Q4 | $1.57M | Buy |
+33,156
| New | +$1.57M | 0.42% | 36 |
|