Waypoint Wealth Partners’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 | $1.98M | Sell |
34,746
-2,650
| -7% | -$151K | 0.48% | 22 |
|
|
2025
Q1 | $1.9M | Sell |
37,396
-966
| -3% | -$49.1K | 0.53% | 21 |
|
|
2024
Q4 | $1.83M | Sell |
38,362
-50
| -0.1% | -$2.39K | 0.5% | 20 |
|
|
2024
Q3 | $2.03M | Buy |
38,412
+189
| +0.5% | +$9.98K | 0.54% | 19 |
|
|
2024
Q2 | $1.89M | Sell |
38,223
-1,165
| -3% | -$57.6K | 0.55% | 20 |
|
|
2024
Q1 | $1.98M | Sell |
39,388
-136
| -0.3% | -$6.82K | 0.56% | 18 |
|
|
2023
Q4 | $1.89M | Hold |
39,524
| – | – | 0.59% | 16 |
|
|
2023
Q3 | $1.73M | Buy |
39,524
+224
| +0.6% | +$9.79K | 0.6% | 16 |
|
|
2023
Q2 | $1.81M | Buy |
39,300
+2,146
| +6% | +$99.1K | 0.62% | 18 |
|
|
2023
Q1 | $1.68M | Buy |
37,154
+1,670
| +5% | +$75.4K | 0.6% | 16 |
|
|
2022
Q4 | $1.49M | Sell |
35,484
-914
| -3% | -$38.4K | 0.59% | 17 |
|
|
2022
Q3 | $1.32M | Sell |
36,398
-180
| -0.5% | -$6.54K | 0.56% | 18 |
|
|
2022
Q2 | $1.49M | Sell |
36,578
-3,463
| -9% | -$141K | 0.57% | 19 |
|
|
2022
Q1 | $1.92M | Buy |
40,041
+4,031
| +11% | +$194K | 0.7% | 13 |
|
|
2021
Q4 | $1.84M | Hold |
36,010
| – | – | 0.63% | 17 |
|
|
2021
Q3 | $1.82M | Buy |
36,010
+976
| +3% | +$49.3K | 0.68% | 11 |
|
|
2021
Q2 | $1.81M | Sell |
35,034
-2,532
| -7% | -$130K | 0.7% | 10 |
|
|
2021
Q1 | $1.85M | Buy |
37,566
+10,337
| +38% | +$508K | 1.34% | 8 |
|
|
2020
Q4 | $1.29M | Buy |
+27,229
| New | +$1.29M | 1.01% | 11 |
|