Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.4M | Buy |
75,302
+641
| +0.9% | +$29K | 1.32% | 22 |
|
|
2022
Q4 | $3.13M | Sell |
74,661
-14,944
| -17% | -$627K | 1.26% | 23 |
|
|
2022
Q3 | $3.46M | Sell |
89,605
-10,714
| -11% | -$413K | 1.39% | 23 |
|
|
2022
Q2 | $4.09M | Buy |
100,319
+23,917
| +31% | +$976K | 1.57% | 21 |
|
|
2022
Q1 | $3.67M | Buy |
76,402
+17,984
| +31% | +$864K | 1.2% | 22 |
|
|
2021
Q4 | $2.98M | Buy |
58,418
+9,356
| +19% | +$478K | 1.18% | 26 |
|
|
2021
Q3 | $2.48M | Buy |
49,062
+2,110
| +4% | +$107K | 0.73% | 31 |
|
|
2021
Q2 | $2.46M | Buy |
46,952
+14,271
| +44% | +$746K | 0.71% | 31 |
|
|
2021
Q1 | $1.61M | Buy |
32,681
+8,680
| +36% | +$426K | 0.53% | 34 |
|
|
2020
Q4 | $1.13M | Buy |
24,001
+2,777
| +13% | +$131K | 0.43% | 37 |
|
|
2020
Q3 | $868K | Buy |
21,224
+13,698
| +182% | +$560K | 0.32% | 39 |
|
|
2020
Q2 | $292K | Buy |
7,526
+3
| +0% | +$116 | 0.06% | 49 |
|
|
2020
Q1 | $251K | Sell |
7,523
-47,728
| -86% | -$1.59M | 0.05% | 51 |
|
|
2019
Q4 | $2.43M | Buy |
+55,251
| New | +$2.43M | 0.46% | 19 |
|