SFPG
Stonebridge Financial Planning Group’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 | $3.79M | Buy |
66,474
+2,075
| +3% | +$118K | 1.58% | 13 |
|
|
2025
Q1 | $3.27M | Buy |
64,399
+5,284
| +9% | +$269K | 1.49% | 14 |
|
|
2024
Q4 | $2.83M | Buy |
59,115
+9,792
| +20% | +$468K | 1.26% | 20 |
|
|
2024
Q3 | $2.6M | Buy |
49,323
+3,482
| +8% | +$184K | 1.24% | 19 |
|
|
2024
Q2 | $2.27M | Buy |
45,841
+486
| +1% | +$24K | 1.14% | 23 |
|
|
2024
Q1 | $2.28M | Sell |
45,355
-375
| -0.8% | -$18.8K | 1.2% | 18 |
|
|
2023
Q4 | $2.19M | Buy |
45,730
+12,984
| +40% | +$622K | 1.26% | 18 |
|
|
2023
Q3 | $1.43M | Buy |
32,746
+866
| +3% | +$37.9K | 0.92% | 32 |
|
|
2023
Q2 | $1.47M | Buy |
+31,880
| New | +$1.47M | 0.9% | 33 |
|