WealthPLAN 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 | $293K | Sell |
5,133
-1,436
| -22% | -$81.9K | 0.05% | 219 |
|
|
2025
Q1 | $334K | Buy |
+6,569
| New | +$334K | 0.05% | 206 |
|
|
2023
Q3 | – | Sell |
-2,395
| Closed | -$111K | – | 1138 |
|
|
2023
Q2 | $111K | Hold |
2,395
| – | – | 0.02% | 384 |
|
|
2023
Q1 | $108K | Buy |
+2,395
| New | +$108K | 0.01% | 405 |
|
|
2022
Q1 | – | Sell |
-5,353
| Closed | -$263K | – | 404 |
|
|
2021
Q4 | $263K | Sell |
5,353
-300
| -5% | -$14.7K | 0.02% | 335 |
|
|
2021
Q3 | $291K | Buy |
+5,653
| New | +$291K | 0.02% | 315 |
|
|
2020
Q1 | – | Sell |
-5,528
| Closed | -$245K | – | 281 |
|
|
2019
Q4 | $245K | Sell |
5,528
-2,394
| -30% | -$106K | 0.03% | 219 |
|
|
2019
Q3 | $340K | Sell |
7,922
-624
| -7% | -$26.8K | 0.05% | 172 |
|
|
2019
Q2 | $341K | Sell |
8,546
-2,022
| -19% | -$80.7K | 0.05% | 171 |
|
|
2019
Q1 | $430K | Sell |
10,568
-1,439
| -12% | -$58.6K | 0.07% | 172 |
|
|
2018
Q4 | $485K | Sell |
12,007
-8,403
| -41% | -$339K | 0.08% | 156 |
|
|
2018
Q3 | $792K | Sell |
20,410
-11,749
| -37% | -$456K | 0.14% | 110 |
|
|
2018
Q2 | $1.38M | Sell |
32,159
-257
| -0.8% | -$11K | 0.28% | 86 |
|
|
2018
Q1 | $1.44M | Buy |
32,416
+12,957
| +67% | +$574K | 0.31% | 83 |
|
|
2017
Q4 | $873K | Sell |
19,459
-1,097
| -5% | -$49.2K | 0.23% | 98 |
|
|
2017
Q3 | $892K | Sell |
20,556
-4,685
| -19% | -$203K | 0.25% | 80 |
|
|
2017
Q2 | $1.04M | Buy |
25,241
+24,741
| +4,948% | +$1.02M | 0.3% | 69 |
|
|
2017
Q1 | $19.5K | Buy |
+500
| New | +$19.5K | 0.07% | 191 |
|
|
2016
Q3 | $47K | Sell |
1,263
-12,653
| -91% | -$471K | 0.02% | 347 |
|
|
2016
Q2 | $82.9K | Buy |
+13,916
| New | +$82.9K | 0.01% | 679 |
|
|
2015
Q4 | $67.9K | Buy |
+1,850
| New | +$67.9K | 0.01% | 538 |
|