Topel & Distasi Wealth Management’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 | $5.39M | Sell |
94,469
-5,391
| -5% | -$307K | 2.82% | 10 |
|
|
2025
Q1 | $5.08M | Sell |
99,860
-37,253
| -27% | -$1.89M | 2.37% | 12 |
|
|
2024
Q4 | $6.56M | Sell |
137,113
-115
| -0.1% | -$5.5K | 2.81% | 11 |
|
|
2024
Q3 | $7.25M | Sell |
137,228
-3,565
| -3% | -$188K | 3% | 10 |
|
|
2024
Q2 | $6.96M | Sell |
140,793
-816
| -0.6% | -$40.3K | 3.06% | 9 |
|
|
2024
Q1 | $7.1M | Sell |
141,609
-6,531
| -4% | -$328K | 3.14% | 9 |
|
|
2023
Q4 | $7.1M | Sell |
148,140
-877
| -0.6% | -$42K | 3.37% | 9 |
|
|
2023
Q3 | $6.52M | Buy |
149,017
+894
| +0.6% | +$39.1K | 3.42% | 9 |
|
|
2023
Q2 | $6.84M | Sell |
148,123
-450
| -0.3% | -$20.8K | 3.44% | 9 |
|
|
2023
Q1 | $6.71M | Sell |
148,573
-34,346
| -19% | -$1.55M | 3.5% | 9 |
|
|
2022
Q4 | $7.68M | Sell |
182,919
-435
| -0.2% | -$18.3K | 4.3% | 3 |
|
|
2022
Q3 | $7.71M | Buy |
183,354
+27,800
| +18% | +$1.17M | 4.26% | 4 |
|
|
2022
Q2 | $6.35M | Buy |
155,554
+6,092
| +4% | +$249K | 3.67% | 9 |
|
|
2022
Q1 | $7.18M | Buy |
149,462
+5,962
| +4% | +$286K | 3.01% | 10 |
|
|
2021
Q4 | $7.33M | Buy |
+143,500
| New | +$7.33M | 2.99% | 10 |
|