Wealthstreet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $14K | Hold |
300
| – | – | 0.38% | 49 |
|
|
2021
Q4 | $15K | Hold |
300
| – | – | 0.37% | 47 |
|
|
2021
Q3 | $15K | Sell |
300
-300
| -50% | -$15K | 0.41% | 45 |
|
|
2021
Q2 | $30K | Sell |
600
-50,878
| -99% | -$2.54M | 0.16% | 63 |
|
|
2021
Q1 | $2.53M | Buy |
51,478
+11,280
| +28% | +$554K | 0.25% | 98 |
|
|
2020
Q4 | $1.9M | Sell |
40,198
-1,950
| -5% | -$92.1K | 0.19% | 118 |
|
|
2020
Q3 | $1.72M | Buy |
42,148
+132
| +0.3% | +$5.4K | 0.19% | 113 |
|
|
2020
Q2 | $1.63M | Sell |
42,016
-13,355
| -24% | -$518K | 0.2% | 106 |
|
|
2020
Q1 | $1.85M | Sell |
55,371
-6,441
| -10% | -$215K | 0.27% | 88 |
|
|
2019
Q4 | $2.72M | Buy |
61,812
+5,350
| +9% | +$236K | 0.32% | 74 |
|
|
2019
Q3 | $2.39M | Hold |
56,462
| – | – | 0.31% | 78 |
|
|
2019
Q2 | $2.36M | Buy |
56,462
+955
| +2% | +$39.8K | 0.3% | 79 |
|
|
2019
Q1 | $2.27M | Buy |
55,507
+4,452
| +9% | +$182K | 0.3% | 83 |
|
|
2018
Q4 | $2.01M | Buy |
51,055
+1,500
| +3% | +$59K | 0.28% | 87 |
|
|
2018
Q3 | $2.14M | Sell |
49,555
-1,600
| -3% | -$69.2K | 0.26% | 88 |
|
|
2018
Q2 | $2.2M | Sell |
51,155
-1,200
| -2% | -$51.5K | 0.29% | 86 |
|
|
2018
Q1 | $2.32M | Buy |
52,355
+2,025
| +4% | +$89.6K | 0.29% | 86 |
|
|
2017
Q4 | $2.26M | Buy |
+50,330
| New | +$2.26M | 0.27% | 93 |
|