Sunesis 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
Q1 | $8.35M | Sell |
164,191
-3,838
| -2% | -$195K | 4.53% | 5 |
|
|
2024
Q4 | $8.04M | Buy |
168,029
+5,127
| +3% | +$245K | 4.88% | 4 |
|
|
2024
Q3 | $8.6M | Buy |
162,902
+4,339
| +3% | +$229K | 5.19% | 4 |
|
|
2024
Q2 | $7.84M | Sell |
158,563
-1,021
| -0.6% | -$50.5K | 4.66% | 4 |
|
|
2024
Q1 | $8.01M | Buy |
159,584
+10,986
| +7% | +$551K | 4.69% | 4 |
|
|
2023
Q4 | $7.12M | Buy |
148,598
+5,953
| +4% | +$285K | 4.34% | 3 |
|
|
2023
Q3 | $6.24M | Buy |
+142,645
| New | +$6.24M | 4.42% | 3 |
|
|
2023
Q1 | $6.38M | Sell |
141,258
-33,521
| -19% | -$1.51M | 4.59% | 3 |
|
|
2022
Q4 | $7.34M | Sell |
174,779
-1,183
| -0.7% | -$49.7K | 4.69% | 5 |
|
|
2022
Q3 | $6.4M | Buy |
175,962
+50,860
| +41% | +$1.85M | 4.4% | 5 |
|
|
2022
Q2 | $5.1M | Buy |
125,102
+10,987
| +10% | +$448K | 3.32% | 6 |
|
|
2022
Q1 | $5.48M | Hold |
114,115
| – | – | 3.17% | 7 |
|
|
2021
Q4 | $5.83M | Hold |
114,115
| – | – | 4.27% | 4 |
|
|
2021
Q3 | $5.76M | Buy |
114,115
+2,438
| +2% | +$123K | 4.45% | 4 |
|
|
2021
Q2 | $5.75M | Hold |
111,677
| – | – | 4.4% | 4 |
|
|
2021
Q1 | $5.48M | Sell |
111,677
-1,494
| -1% | -$73.4K | 4.38% | 4 |
|
|
2020
Q4 | $5.34M | Sell |
113,171
-233
| -0.2% | -$11K | 4.32% | 6 |
|
|
2020
Q3 | $4.64M | Hold |
113,404
| – | – | 4.13% | 6 |
|
|
2020
Q2 | $4.4M | Hold |
113,404
| – | – | 4.05% | 6 |
|
|
2020
Q1 | $3.78M | Hold |
113,404
| – | – | 3.8% | 7 |
|
|
2019
Q4 | $5M | Buy |
113,404
+13,813
| +14% | +$609K | 4.55% | 6 |
|
|
2019
Q3 | $4.09M | Buy |
99,591
+897
| +0.9% | +$36.8K | 4.25% | 5 |
|
|
2019
Q2 | $4.12M | Hold |
98,694
| – | – | 4.41% | 5 |
|
|
2019
Q1 | $4.03M | Hold |
98,694
| – | – | 4.07% | 5 |
|
|
2018
Q4 | $3.66M | Buy |
98,694
+20,885
| +27% | +$775K | 4% | 5 |
|
|
2018
Q3 | $3.37M | Buy |
+77,809
| New | +$3.37M | 3.4% | 7 |
|