Triad Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.21M | Sell |
27,723
-2,192
| -7% | -$95.8K | 0.43% | 26 |
|
|
2023
Q2 | $1.38M | Buy |
29,915
+69
| +0.2% | +$3.19K | 0.57% | 23 |
|
|
2023
Q1 | $1.35M | Buy |
29,846
+5,597
| +23% | +$253K | 0.59% | 24 |
|
|
2022
Q4 | $1.02M | Buy |
24,249
+3,094
| +15% | +$130K | 0.45% | 29 |
|
|
2022
Q3 | $769K | Sell |
21,155
-245
| -1% | -$8.91K | 0.42% | 34 |
|
|
2022
Q2 | $873K | Sell |
21,400
-2,590
| -11% | -$106K | 0.48% | 27 |
|
|
2022
Q1 | $1.15M | Buy |
23,990
+2,591
| +12% | +$124K | 0.62% | 23 |
|
|
2021
Q4 | $1.09M | Buy |
+21,399
| New | +$1.09M | 0.65% | 25 |
|