SFP
Sterling Financial Planning’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 | $1.78M | Sell |
31,231
-1,368
| -4% | -$78K | 0.59% | 42 |
|
|
2025
Q1 | $1.66M | Buy |
32,599
+718
| +2% | +$36.5K | 0.6% | 42 |
|
|
2024
Q4 | $1.52M | Sell |
31,881
-285
| -0.9% | -$13.6K | 0.56% | 43 |
|
|
2024
Q3 | $1.7M | Sell |
32,166
-1,794
| -5% | -$94.7K | 0.63% | 40 |
|
|
2024
Q2 | $1.68M | Sell |
33,960
-1,366
| -4% | -$67.5K | 0.68% | 39 |
|
|
2024
Q1 | $1.77M | Sell |
35,326
-7,040
| -17% | -$353K | 0.72% | 37 |
|
|
2023
Q4 | $2.03M | Sell |
42,366
-2,183
| -5% | -$105K | 0.88% | 34 |
|
|
2023
Q3 | $1.95M | Sell |
44,549
-1,482
| -3% | -$64.8K | 1% | 30 |
|
|
2023
Q2 | $2.13M | Sell |
46,031
-2,492
| -5% | -$115K | 1.05% | 28 |
|
|
2023
Q1 | $2.19M | Sell |
48,523
-7,648
| -14% | -$345K | 1.19% | 24 |
|
|
2022
Q4 | $2.36M | Sell |
56,171
-6,346
| -10% | -$266K | 1.41% | 21 |
|
|
2022
Q3 | $2.27M | Sell |
62,517
-20,523
| -25% | -$746K | 1.59% | 18 |
|
|
2022
Q2 | $3.39M | Sell |
83,040
-11,357
| -12% | -$463K | 2.38% | 13 |
|
|
2022
Q1 | $4.53M | Sell |
94,397
-215
| -0.2% | -$10.3K | 2.85% | 11 |
|
|
2021
Q4 | $4.83M | Sell |
94,612
-3,028
| -3% | -$155K | 3.02% | 10 |
|
|
2021
Q3 | $4.93M | Buy |
97,640
+223
| +0.2% | +$11.3K | 3.14% | 10 |
|
|
2021
Q2 | $5.02M | Sell |
97,417
-1,451
| -1% | -$74.8K | 3.26% | 10 |
|
|
2021
Q1 | $4.86M | Sell |
98,868
-3,182
| -3% | -$156K | 3.46% | 10 |
|
|
2020
Q4 | $4.82M | Buy |
+102,050
| New | +$4.82M | 3.88% | 9 |
|