Univest Financial’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 | $871K | Sell |
15,274
-11,266
| -42% | -$642K | 0.05% | 156 |
|
|
2025
Q1 | $1.35M | Sell |
26,540
-18,003
| -40% | -$915K | 0.09% | 141 |
|
|
2024
Q4 | $2.13M | Buy |
44,543
+31,710
| +247% | +$1.52M | 0.13% | 113 |
|
|
2024
Q3 | $678K | Buy |
12,833
+7,146
| +126% | +$377K | 0.04% | 178 |
|
|
2024
Q2 | $281K | Hold |
5,687
| – | – | 0.08% | 111 |
|
|
2024
Q1 | $285K | Sell |
5,687
-442
| -7% | -$22.2K | 0.08% | 96 |
|
|
2023
Q4 | $294K | Buy |
6,129
+710
| +13% | +$34K | 0.09% | 96 |
|
|
2023
Q3 | $237K | Hold |
5,419
| – | – | 0.08% | 96 |
|
|
2023
Q2 | $250K | Hold |
5,419
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $245K | Buy |
5,419
+34
| +0.6% | +$1.54K | 0.08% | 86 |
|
|
2022
Q4 | $226K | Buy |
+5,385
| New | +$226K | 0.07% | 97 |
|
|
2022
Q3 | – | Sell |
-6,851
| Closed | -$280K | – | 109 |
|
|
2022
Q2 | $280K | Hold |
6,851
| – | – | 0.09% | 84 |
|
|
2022
Q1 | $329K | Sell |
6,851
-387
| -5% | -$18.6K | 0.09% | 85 |
|
|
2021
Q4 | $370K | Sell |
7,238
-416
| -5% | -$21.3K | 0.09% | 82 |
|
|
2021
Q3 | $387K | Buy |
7,654
+66
| +0.9% | +$3.34K | 0.11% | 73 |
|
|
2021
Q2 | $391K | Buy |
7,588
+102
| +1% | +$5.26K | 0.11% | 75 |
|
|
2021
Q1 | $368K | Buy |
7,486
+322
| +4% | +$15.8K | 0.1% | 81 |
|
|
2020
Q4 | $339K | Buy |
7,164
+365
| +5% | +$17.3K | 0.1% | 81 |
|
|
2020
Q3 | $278K | Buy |
6,799
+109
| +2% | +$4.46K | 0.09% | 88 |
|
|
2020
Q2 | $259K | Sell |
6,690
-882
| -12% | -$34.1K | 0.09% | 90 |
|
|
2020
Q1 | $252K | Buy |
+7,572
| New | +$252K | 0.1% | 98 |
|
|
2019
Q4 | – | Sell |
-7,310
| Closed | -$300K | – | 129 |
|
|
2019
Q3 | $300K | Buy |
7,310
+53
| +0.7% | +$2.18K | 0.1% | 96 |
|
|
2019
Q2 | $303K | Buy |
7,257
+296
| +4% | +$12.4K | 0.1% | 98 |
|
|
2019
Q1 | $284K | Sell |
6,961
-3,481
| -33% | -$142K | 0.09% | 100 |
|
|
2018
Q4 | $387K | Buy |
10,442
+569
| +6% | +$21.1K | 0.14% | 85 |
|
|
2018
Q3 | $427K | Buy |
+9,873
| New | +$427K | 0.13% | 80 |
|