Summit Wealth & Retirement Planning’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 | $634K | Buy |
11,127
+1
| +0% | +$57 | 0.17% | 43 |
|
|
2025
Q1 | $566K | Buy |
11,126
+64
| +0.6% | +$3.25K | 0.17% | 40 |
|
|
2024
Q4 | $529K | Buy |
11,062
+20
| +0.2% | +$956 | 0.16% | 40 |
|
|
2024
Q3 | $583K | Buy |
11,042
+2
| +0% | +$106 | 0.19% | 32 |
|
|
2024
Q2 | $546K | Buy |
11,040
+6
| +0.1% | +$297 | 0.19% | 35 |
|
|
2024
Q1 | $554K | Buy |
11,034
+136
| +1% | +$6.82K | 0.2% | 31 |
|
|
2023
Q4 | $522K | Hold |
10,898
| – | – | 0.22% | 32 |
|
|
2023
Q3 | $476K | Hold |
10,898
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $503K | Hold |
10,898
| – | – | 0.2% | 37 |
|
|
2023
Q1 | $492K | Sell |
10,898
-200
| -2% | -$9.03K | 0.18% | 54 |
|
|
2022
Q4 | $466K | Buy |
+11,098
| New | +$466K | 0.19% | 64 |
|