SIM
Sterling Investment Management’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 | $1.35M | Sell |
23,744
-2,523
| -10% | -$144K | 0.9% | 32 |
|
|
2025
Q1 | $1.34M | Buy |
26,267
+99
| +0.4% | +$5.03K | 0.95% | 32 |
|
|
2024
Q4 | $1.25M | Buy |
26,168
+8,552
| +49% | +$409K | 0.98% | 36 |
|
|
2024
Q3 | $930K | Sell |
17,616
-98
| -0.6% | -$5.18K | 0.71% | 40 |
|
|
2024
Q2 | $875K | Sell |
17,714
-1,640
| -8% | -$81K | 0.67% | 42 |
|
|
2024
Q1 | $971K | Sell |
19,354
-2,942
| -13% | -$148K | 0.68% | 44 |
|
|
2023
Q4 | $1.07M | Sell |
22,296
-551
| -2% | -$26.4K | 0.78% | 39 |
|
|
2023
Q3 | $999K | Sell |
22,847
-1,290
| -5% | -$56.4K | 0.89% | 38 |
|
|
2023
Q2 | $1.11M | Sell |
24,137
-410
| -2% | -$18.9K | 0.88% | 39 |
|
|
2023
Q1 | $1.11M | Sell |
24,547
-937
| -4% | -$42.3K | 0.88% | 38 |
|
|
2022
Q4 | $1.07M | Buy |
25,484
+2,274
| +10% | +$95.4K | 0.86% | 39 |
|
|
2022
Q3 | $844K | Sell |
23,210
-578
| -2% | -$21K | 0.71% | 42 |
|
|
2022
Q2 | $971K | Sell |
23,788
-228
| -0.9% | -$9.31K | 0.81% | 45 |
|
|
2022
Q1 | $1.15M | Sell |
24,016
-3,328
| -12% | -$160K | 0.81% | 47 |
|
|
2021
Q4 | $1.4M | Buy |
27,344
+332
| +1% | +$17K | 0.87% | 42 |
|
|
2021
Q3 | $1.36M | Buy |
27,012
+4,116
| +18% | +$208K | 0.87% | 43 |
|
|
2021
Q2 | $1.18M | Buy |
22,896
+16,698
| +269% | +$861K | 0.77% | 40 |
|
|
2021
Q1 | $304K | Hold |
6,198
| – | – | 0.21% | 56 |
|
|
2020
Q4 | $293K | Buy |
+6,198
| New | +$293K | 0.21% | 57 |
|
|
2020
Q1 | – | Sell |
-40,578
| Closed | -$1.79M | – | 72 |
|
|
2019
Q4 | $1.79M | Buy |
+40,578
| New | +$1.79M | 1.19% | 25 |
|
|
2018
Q1 | – | Sell |
-31,074
| Closed | -$1.39M | – | 58 |
|
|
2017
Q4 | $1.39M | Buy |
+31,074
| New | +$1.39M | 1.49% | 25 |
|