Waterford 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 | $21.8M | Sell |
873
-372,017
| -100% | -$9.3B | 8.06% | 4 |
|
|
2025
Q1 | $19M | Buy |
372,890
+13,380
| +4% | +$680K | 7.87% | 4 |
|
|
2024
Q4 | $17.2M | Buy |
359,510
+20,823
| +6% | +$996K | 8.75% | 4 |
|
|
2024
Q3 | $17.9M | Buy |
338,687
+10,920
| +3% | +$577K | 9.12% | 4 |
|
|
2024
Q2 | $16.2M | Buy |
327,767
+3,482
| +1% | +$172K | 6.79% | 4 |
|
|
2024
Q1 | $16.3M | Buy |
324,285
+12,852
| +4% | +$645K | 6.9% | 4 |
|
|
2023
Q4 | $14.9M | Sell |
311,433
-5,374
| -2% | -$257K | 6.99% | 4 |
|
|
2023
Q3 | $13.9M | Buy |
316,807
+3,769
| +1% | +$165K | 7.75% | 5 |
|
|
2023
Q2 | $14.5M | Buy |
313,038
+13,292
| +4% | +$614K | 6.96% | 5 |
|
|
2023
Q1 | $13.5M | Buy |
299,746
+8,144
| +3% | +$368K | 7.33% | 5 |
|
|
2022
Q4 | $12.2M | Buy |
+291,602
| New | +$12.2M | 7.13% | 4 |
|