TA
Tiedemann Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.6M | Buy |
59,467
+959
| +2% | +$41.9K | 0.11% | 69 |
|
2023
Q2 | $2.7M | Sell |
58,508
-18,701
| -24% | -$864K | 0.11% | 66 |
|
2023
Q1 | $3.49M | Sell |
77,209
-8,110
| -10% | -$366K | 0.16% | 57 |
|
2022
Q4 | $3.58M | Buy |
85,319
+3,293
| +4% | +$138K | 0.17% | 54 |
|
2022
Q3 | $2.98M | Sell |
82,026
-34,030
| -29% | -$1.24M | 0.18% | 60 |
|
2022
Q2 | $4.74M | Sell |
116,056
-63,132
| -35% | -$2.58M | 0.36% | 35 |
|
2022
Q1 | $8.61M | Sell |
179,188
-971,532
| -84% | -$46.7M | 0.44% | 31 |
|
2021
Q4 | $58.8M | Buy |
1,150,720
+1,024,814
| +814% | +$52.3M | 2.86% | 8 |
|
2021
Q3 | $6.36M | Buy |
125,906
+2,566
| +2% | +$130K | 0.34% | 39 |
|
2021
Q2 | $6.35M | Buy |
123,340
+2,958
| +2% | +$152K | 0.25% | 46 |
|
2021
Q1 | $5.91M | Hold |
120,382
| – | – | 0.26% | 44 |
|
2020
Q4 | $5.68M | Buy |
120,382
+1,479
| +1% | +$69.8K | 0.28% | 44 |
|
2020
Q3 | $4.86M | Sell |
118,903
-1,033
| -0.9% | -$42.2K | 0.23% | 59 |
|
2020
Q2 | $4.65M | Buy |
119,936
+718
| +0.6% | +$27.9K | 0.25% | 63 |
|
2020
Q1 | $3.98M | Sell |
119,218
-492,781
| -81% | -$16.4M | 0.26% | 68 |
|
2019
Q4 | $27M | Buy |
611,999
+465,194
| +317% | +$20.5M | 1.29% | 15 |
|
2019
Q3 | $6.03M | Buy |
146,805
+702
| +0.5% | +$28.8K | 0.29% | 63 |
|
2019
Q2 | $6.09M | Sell |
146,103
-30,058
| -17% | -$1.25M | 0.31% | 60 |
|
2019
Q1 | $7.23M | Sell |
176,161
-12,768
| -7% | -$524K | 0.34% | 56 |
|
2018
Q4 | $7.01M | Sell |
188,929
-13,586
| -7% | -$504K | 0.36% | 52 |
|
2018
Q3 | $8.79M | Buy |
202,515
+12,771
| +7% | +$555K | 0.52% | 40 |
|
2018
Q2 | $8.14M | Buy |
189,744
+94,232
| +99% | +$4.04M | 0.52% | 46 |
|
2018
Q1 | $4.23M | Buy |
95,512
+4,268
| +5% | +$189K | 0.29% | 58 |
|
2017
Q4 | $4.09M | Buy |
91,244
+7,431
| +9% | +$333K | 0.31% | 51 |
|
2017
Q3 | $3.58M | Buy |
83,813
+9,508
| +13% | +$406K | 0.32% | 66 |
|
2017
Q2 | $3.51M | Buy |
74,305
+57,467
| +341% | +$2.71M | 0.25% | 75 |
|
2017
Q1 | $662K | Buy |
+16,838
| New | +$662K | 0.06% | 229 |
|
2016
Q2 | – | Sell |
-32,658
| Closed | -$1.17M | – | 61 |
|
2016
Q1 | $1.17M | Sell |
32,658
-41,058
| -56% | -$1.47M | 0.93% | 25 |
|
2015
Q4 | $2.71M | Sell |
73,716
-1,846
| -2% | -$67.8K | 1.04% | 16 |
|
2015
Q3 | $2.69M | Sell |
75,562
-87,869
| -54% | -$3.13M | 2.08% | 10 |
|
2015
Q2 | $6.48M | Buy |
+163,431
| New | +$6.48M | 6.64% | 3 |
|