Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
538,438
-3,267
| -0.6% | -$186K | 0.75% | 25 |
|
|
2025
Q1 | $27.5M | Sell |
541,705
-9,714
| -2% | -$494K | 0.77% | 24 |
|
|
2024
Q4 | $26.4M | Buy |
551,419
+19,184
| +4% | +$917K | 0.73% | 24 |
|
|
2024
Q3 | $28.1M | Sell |
532,235
-5,364
| -1% | -$283K | 0.8% | 22 |
|
|
2024
Q2 | $26.6M | Buy |
537,599
+19,012
| +4% | +$940K | 0.83% | 22 |
|
|
2024
Q1 | $25.3M | Buy |
518,587
+11,935
| +2% | +$582K | 0.91% | 19 |
|
|
2023
Q4 | $24.3M | Buy |
506,652
+18,475
| +4% | +$885K | 0.98% | 18 |
|
|
2023
Q3 | $21.3M | Sell |
488,177
-2,560
| -0.5% | -$112K | 0.97% | 18 |
|
|
2023
Q2 | $22.7M | Buy |
490,737
+21,753
| +5% | +$1M | 1.04% | 16 |
|
|
2023
Q1 | $21.2M | Sell |
468,984
-1,827
| -0.4% | -$82.5K | 1.02% | 16 |
|
|
2022
Q4 | $19.8M | Buy |
470,811
+124,124
| +36% | +$5.21M | 1.08% | 16 |
|
|
2022
Q3 | $12.6M | Buy |
346,687
+33,441
| +11% | +$1.22M | 0.8% | 20 |
|
|
2022
Q2 | $12.8M | Buy |
313,246
+36,835
| +13% | +$1.5M | 0.8% | 20 |
|
|
2022
Q1 | $13.3M | Buy |
276,411
+42,619
| +18% | +$2.05M | 0.67% | 23 |
|
|
2021
Q4 | $11.9M | Buy |
233,792
+12,460
| +6% | +$636K | 0.65% | 25 |
|
|
2021
Q3 | $11.2M | Buy |
221,332
+16,300
| +8% | +$823K | 0.64% | 23 |
|
|
2021
Q2 | $10.6M | Buy |
205,032
+14,809
| +8% | +$763K | 0.64% | 23 |
|
|
2021
Q1 | $9.34M | Sell |
190,223
-2,081
| -1% | -$102K | 0.43% | 32 |
|
|
2020
Q4 | $9.08M | Buy |
192,304
+7,158
| +4% | +$338K | 0.47% | 31 |
|
|
2020
Q3 | $7.57M | Sell |
185,146
-3,646
| -2% | -$149K | 0.66% | 21 |
|
|
2020
Q2 | $7.32M | Sell |
188,792
-25,722
| -12% | -$998K | 0.67% | 20 |
|
|
2020
Q1 | $7.46M | Buy |
214,514
+53,547
| +33% | +$1.86M | 0.79% | 17 |
|
|
2019
Q4 | $7.09M | Buy |
160,967
+132
| +0.1% | +$5.82K | 0.69% | 25 |
|
|
2019
Q3 | $6.61M | Buy |
160,835
+5,286
| +3% | +$217K | 0.73% | 23 |
|
|
2019
Q2 | $6.49M | Buy |
155,549
+3,589
| +2% | +$150K | 0.74% | 23 |
|
|
2019
Q1 | $6.21M | Sell |
151,960
-387
| -0.3% | -$15.8K | 0.75% | 23 |
|
|
2018
Q4 | $5.65M | Buy |
152,347
+54,880
| +56% | +$2.04M | 0.79% | 22 |
|
|
2018
Q3 | $3.86M | Sell |
97,467
-4,455
| -4% | -$176K | 0.52% | 39 |
|
|
2018
Q2 | $4.32M | Buy |
101,922
+44,147
| +76% | +$1.87M | 0.61% | 36 |
|
|
2018
Q1 | $2.56M | Sell |
57,775
-544
| -0.9% | -$24.1K | 0.41% | 48 |
|
|
2017
Q4 | $2.62M | Buy |
58,319
+6,686
| +13% | +$300K | 0.43% | 49 |
|
|
2017
Q3 | $2.24M | Buy |
+51,633
| New | +$2.24M | 0.51% | 44 |
|