SFS
Summit Financial Strategies’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 | $4.48M | Sell |
78,601
-3,512
| -4% | -$200K | 0.41% | 24 |
|
|
2025
Q1 | $4.17M | Sell |
82,113
-1,085
| -1% | -$55.2K | 0.42% | 25 |
|
|
2024
Q4 | $3.98M | Sell |
83,198
-121
| -0.1% | -$5.79K | 0.44% | 28 |
|
|
2024
Q3 | $4.4M | Sell |
83,319
-8,056
| -9% | -$425K | 0.5% | 23 |
|
|
2024
Q2 | $4.52M | Buy |
91,375
+1,023
| +1% | +$50.6K | 0.56% | 23 |
|
|
2024
Q1 | $4.53M | Sell |
90,352
-630
| -0.7% | -$31.6K | 0.63% | 22 |
|
|
2023
Q4 | $4.36M | Sell |
90,982
-1,481
| -2% | -$70.9K | 0.67% | 22 |
|
|
2023
Q3 | $4.04M | Sell |
92,463
-2,682
| -3% | -$117K | 0.77% | 18 |
|
|
2023
Q2 | $4.39M | Sell |
95,145
-7,620
| -7% | -$352K | 0.82% | 18 |
|
|
2023
Q1 | $4.64M | Sell |
102,765
-95
| -0.1% | -$4.29K | 0.91% | 16 |
|
|
2022
Q4 | $4.32M | Buy |
102,860
+52,627
| +105% | +$2.21M | 0.93% | 16 |
|
|
2022
Q3 | $1.83M | Sell |
50,233
-72,112
| -59% | -$2.62M | 0.43% | 22 |
|
|
2022
Q2 | $4.99M | Buy |
122,345
+94,643
| +342% | +$3.86M | 1.17% | 16 |
|
|
2022
Q1 | $1.33M | Buy |
27,702
+9,803
| +55% | +$471K | 0.27% | 28 |
|
|
2021
Q4 | $914K | Buy |
17,899
+5,531
| +45% | +$282K | 0.18% | 42 |
|
|
2021
Q3 | $624K | Hold |
12,368
| – | – | 0.12% | 54 |
|
|
2021
Q2 | $637K | Buy |
+12,368
| New | +$637K | 0.13% | 53 |
|
|
2021
Q1 | – | Sell |
-8,001
| Closed | -$378K | – | 74 |
|
|
2020
Q4 | $378K | Hold |
8,001
| – | – | 0.13% | 53 |
|
|
2020
Q3 | $327K | Sell |
8,001
-160
| -2% | -$6.54K | 0.13% | 52 |
|
|
2020
Q2 | $317K | Buy |
+8,161
| New | +$317K | 0.14% | 51 |
|