UP Strategic Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Sell |
421,867
-1,814
| -0.4% | -$103K | 18.75% | 1 |
|
|
2025
Q1 | $21.5M | Buy |
423,681
+87,585
| +26% | +$4.45M | 19.15% | 1 |
|
|
2024
Q4 | $16.1M | Buy |
336,096
+95,531
| +40% | +$4.57M | 16.07% | 1 |
|
|
2024
Q3 | $12.7M | Buy |
240,565
+84,056
| +54% | +$4.44M | 14.22% | 1 |
|
|
2024
Q2 | $7.73M | Buy |
156,509
+15,580
| +11% | +$770K | 11.72% | 2 |
|
|
2024
Q1 | $7.07M | Buy |
140,929
+1,875
| +1% | +$94.1K | 11.57% | 2 |
|
|
2023
Q4 | $6.66M | Buy |
+139,054
| New | +$6.66M | 12.15% | 1 |
|