Strategic Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.4M | Sell |
1,024,115
-12,217
| -1% | -$696K | 5.68% | 4 |
|
2025
Q1 | $52.7M | Buy |
1,036,332
+71,091
| +7% | +$3.61M | 5.58% | 2 |
|
2024
Q4 | $46.2M | Buy |
965,241
+47,943
| +5% | +$2.29M | 4.9% | 4 |
|
2024
Q3 | $48.4M | Buy |
917,298
+33,567
| +4% | +$1.77M | 5.31% | 3 |
|
2024
Q2 | $43.7M | Buy |
883,731
+34,423
| +4% | +$1.7M | 5.32% | 3 |
|
2024
Q1 | $42.6M | Buy |
849,308
+111,882
| +15% | +$5.61M | 5.47% | 3 |
|
2023
Q4 | $35.3M | Buy |
737,426
+54,357
| +8% | +$2.6M | 5.1% | 3 |
|
2023
Q3 | $29.9M | Sell |
683,069
-552,759
| -45% | -$24.2M | 4.92% | 4 |
|
2023
Q2 | $57.1M | Buy |
1,235,828
+685,788
| +125% | +$31.7M | 7.92% | 4 |
|
2023
Q1 | $24.8M | Buy |
550,040
+29,680
| +6% | +$1.34M | 4.49% | 5 |
|
2022
Q4 | $21.8M | Buy |
520,360
+100
| +0% | +$4.2K | 4.53% | 3 |
|
2022
Q3 | $18.9M | Buy |
520,260
+20,214
| +4% | +$735K | 4.26% | 3 |
|
2022
Q2 | $20.4M | Buy |
500,046
+87,744
| +21% | +$3.58M | 4.08% | 3 |
|
2022
Q1 | $19.8M | Buy |
412,302
+77,000
| +23% | +$3.7M | 3.74% | 4 |
|
2021
Q4 | $17.1M | Buy |
335,302
+45,233
| +16% | +$2.31M | 3.31% | 7 |
|
2021
Q3 | $14.6M | Buy |
290,069
+22,461
| +8% | +$1.13M | 3.21% | 7 |
|
2021
Q2 | $13.8M | Buy |
267,608
+37,540
| +16% | +$1.93M | 3.16% | 7 |
|
2021
Q1 | $11.3M | Buy |
230,068
+15,519
| +7% | +$762K | 2.93% | 7 |
|
2020
Q4 | $10.1M | Buy |
214,549
+21,956
| +11% | +$1.04M | 2.92% | 7 |
|
2020
Q3 | $7.88M | Buy |
192,593
+29,061
| +18% | +$1.19M | 2.66% | 6 |
|
2020
Q2 | $6.34M | Buy |
163,532
+18,016
| +12% | +$699K | 2.39% | 8 |
|
2020
Q1 | $4.85M | Buy |
145,516
+17,185
| +13% | +$573K | 2.23% | 8 |
|
2019
Q4 | $5.65M | Buy |
128,331
+17,709
| +16% | +$780K | 2.34% | 7 |
|
2019
Q3 | $4.54M | Buy |
110,622
+18,367
| +20% | +$754K | 2.18% | 9 |
|
2019
Q2 | $3.85M | Buy |
92,255
+21,019
| +30% | +$877K | 2.1% | 9 |
|
2019
Q1 | $2.91M | Buy |
71,236
+9,975
| +16% | +$408K | 2% | 10 |
|
2018
Q4 | $2.27M | Buy |
+61,261
| New | +$2.27M | 2.04% | 9 |
|