Surevest’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
2022
Q3
$362K Sell
9,946
-10,969
-52% -$399K 0.1% 115
2022
Q2
$853K Sell
20,915
-222
-1% -$9.05K 0.22% 95
2022
Q1
$1.02M Buy
21,137
+7,255
+52% +$348K 0.25% 93
2021
Q4
$709K Buy
13,882
+67
+0.5% +$3.42K 0.17% 85
2021
Q3
$698K Buy
13,815
+855
+7% +$43.2K 0.18% 83
2021
Q2
$668K Buy
12,960
+5,319
+70% +$274K 0.17% 80
2021
Q1
$375K Buy
+7,641
New +$375K 0.11% 79
2019
Q1
Sell
-17,439
Closed -$647K 137
2018
Q4
$647K Buy
+17,439
New +$647K 0.51% 49