The Family Firm’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 | $38.6M | Buy |
677,075
+4,520
| +0.7% | +$258K | 9.3% | 2 |
|
|
2025
Q1 | $34.2M | Sell |
672,555
-29,675
| -4% | -$1.51M | 7.64% | 2 |
|
|
2024
Q4 | $32.2M | Sell |
702,230
-68,468
| -9% | -$3.14M | 7.16% | 2 |
|
|
2024
Q3 | $34.1M | Buy |
770,698
+558
| +0.1% | +$24.7K | 7.47% | 2 |
|
|
2024
Q2 | $32.1M | Buy |
770,140
+137,386
| +22% | +$5.73M | 7.16% | 2 |
|
|
2024
Q1 | $31.7M | Buy |
632,754
+5,438
| +0.9% | +$273K | 7.73% | 2 |
|
|
2023
Q4 | $30M | Buy |
627,316
+3,622
| +0.6% | +$173K | 7.75% | 2 |
|
|
2023
Q3 | $27.3M | Sell |
623,694
-27,707
| -4% | -$1.21M | 7.66% | 2 |
|
|
2023
Q2 | $30.1M | Buy |
651,401
+8,773
| +1% | +$405K | 7.95% | 2 |
|
|
2023
Q1 | $29M | Buy |
642,628
+30,149
| +5% | +$1.36M | 8.04% | 2 |
|
|
2022
Q4 | $25.7M | Buy |
612,479
+33,300
| +6% | +$1.4M | 7.52% | 2 |
|
|
2022
Q3 | $21.1M | Sell |
579,179
-7,193
| -1% | -$262K | 6.73% | 3 |
|
|
2022
Q2 | $23.9M | Buy |
586,372
+18,437
| +3% | +$752K | 7.05% | 3 |
|
|
2022
Q1 | $27.3M | Buy |
567,935
+27,101
| +5% | +$1.3M | 7.15% | 2 |
|
|
2021
Q4 | $27.6M | Sell |
540,834
-10,204
| -2% | -$521K | 7.14% | 2 |
|
|
2021
Q3 | $28.8M | Buy |
551,038
+13,439
| +2% | +$702K | 7.57% | 2 |
|
|
2021
Q2 | $27.7M | Sell |
537,599
-16,023
| -3% | -$826K | 7.54% | 2 |
|
|
2021
Q1 | $27.2M | Sell |
553,622
-2,667
| -0.5% | -$131K | 7.85% | 2 |
|
|
2020
Q4 | $26.8M | Buy |
556,289
+46,260
| +9% | +$2.23M | 8% | 2 |
|
|
2020
Q3 | $20.9M | Buy |
510,029
+1,900
| +0.4% | +$77.7K | 7.47% | 3 |
|
|
2020
Q2 | $19.7M | Sell |
508,129
-1,625
| -0.3% | -$63K | 7.38% | 3 |
|
|
2020
Q1 | $17M | Buy |
509,754
+2,134
| +0.4% | +$71.1K | 7.23% | 3 |
|
|
2019
Q4 | $22.4M | Sell |
507,620
-8,800
| -2% | -$388K | 7.57% | 2 |
|
|
2019
Q3 | $21.2M | Sell |
516,420
-5,440
| -1% | -$223K | 7.53% | 2 |
|
|
2019
Q2 | $21.8M | Buy |
521,860
+13,748
| +3% | +$573K | 7.69% | 2 |
|
|
2019
Q1 | $20.8M | Sell |
508,112
-11,115
| -2% | -$454K | 7.55% | 2 |
|
|
2018
Q4 | $19.3M | Buy |
519,227
+7,293
| +1% | +$271K | 7.7% | 2 |
|
|
2018
Q3 | $22.2M | Buy |
511,934
+2,640
| +0.5% | +$114K | 8.03% | 2 |
|
|
2018
Q2 | $21.8M | Buy |
509,294
+15,264
| +3% | +$655K | 8.2% | 2 |
|
|
2018
Q1 | $21.9M | Sell |
494,030
-4,954
| -1% | -$219K | 8.51% | 2 |
|
|
2017
Q4 | $22.4M | Buy |
498,984
+1,918
| +0.4% | +$86K | 8.88% | 2 |
|
|
2017
Q3 | $21.6M | Buy |
497,066
+13,448
| +3% | +$584K | 9% | 2 |
|
|
2017
Q2 | $20M | Sell |
483,618
-11,374
| -2% | -$470K | 8.82% | 2 |
|
|
2017
Q1 | $19.5M | Buy |
494,992
+618
| +0.1% | +$24.3K | 9.27% | 2 |
|
|
2016
Q4 | $18.1M | Buy |
494,374
+14,570
| +3% | +$532K | 8.51% | 2 |
|
|
2016
Q3 | $17.9M | Buy |
479,804
+9,327
| +2% | +$349K | 8.53% | 2 |
|
|
2016
Q2 | $16.6M | Buy |
470,477
+13,074
| +3% | +$462K | 8.26% | 2 |
|
|
2016
Q1 | $16.4M | Buy |
457,403
+20,601
| +5% | +$739K | 8.33% | 2 |
|
|
2015
Q4 | $16M | Buy |
436,802
+8,295
| +2% | +$305K | 8.51% | 2 |
|
|
2015
Q3 | $15.3M | Buy |
428,507
+45,151
| +12% | +$1.61M | 8.28% | 2 |
|
|
2015
Q2 | $15.2M | Sell |
383,356
-505
| -0.1% | -$20K | 7.82% | 2 |
|
|
2015
Q1 | $15.3M | Buy |
383,861
+2,763
| +0.7% | +$110K | 7.78% | 2 |
|
|
2014
Q4 | $14.4M | Buy |
+381,098
| New | +$14.4M | 7.51% | 2 |
|