Wimmer Associates 1’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 | $534K | Buy |
9,360
+710
| +8% | +$40.5K | 0.27% | 73 |
|
2025
Q1 | $467K | Sell |
8,650
-2,915
| -25% | -$157K | 0.25% | 76 |
|
2024
Q4 | $553K | Hold |
11,565
| – | – | 0.27% | 71 |
|
2024
Q3 | $611K | Hold |
11,565
| – | – | 0.3% | 73 |
|
2024
Q2 | $572K | Hold |
11,565
| – | – | 0.29% | 71 |
|
2024
Q1 | $580K | Hold |
11,565
| – | – | 0.31% | 74 |
|
2023
Q4 | $554K | Hold |
11,565
| – | – | 0.31% | 74 |
|
2023
Q3 | $506K | Sell |
11,565
-730
| -6% | -$31.9K | 0.32% | 76 |
|
2023
Q2 | $568K | Hold |
12,295
| – | – | 0.34% | 74 |
|
2023
Q1 | $571K | Sell |
12,295
-270
| -2% | -$12.5K | 0.36% | 67 |
|
2022
Q4 | $527K | Sell |
12,565
-363
| -3% | -$15.2K | 0.35% | 75 |
|
2022
Q3 | $499K | Sell |
12,928
-415
| -3% | -$16K | 0.33% | 75 |
|
2022
Q2 | $544K | Hold |
13,343
| – | – | 0.35% | 68 |
|
2022
Q1 | $641K | Sell |
13,343
-200
| -1% | -$9.61K | 0.36% | 62 |
|
2021
Q4 | $692K | Buy |
13,543
+500
| +4% | +$25.5K | 0.37% | 63 |
|
2021
Q3 | $659K | Sell |
13,043
-965
| -7% | -$48.8K | 0.39% | 62 |
|
2021
Q2 | $722K | Hold |
14,008
| – | – | 0.42% | 54 |
|
2021
Q1 | $688K | Sell |
14,008
-330
| -2% | -$16.2K | 0.37% | 59 |
|
2020
Q4 | $677K | Hold |
14,338
| – | – | 0.4% | 53 |
|
2020
Q3 | $586K | Sell |
14,338
-530
| -4% | -$21.7K | 0.39% | 56 |
|
2020
Q2 | $611K | Sell |
14,868
-1,622
| -10% | -$66.7K | 0.48% | 49 |
|
2020
Q1 | $550K | Sell |
16,490
-7,080
| -30% | -$236K | 0.51% | 54 |
|
2019
Q4 | $1.04M | Sell |
23,570
-1,500
| -6% | -$66.1K | 0.83% | 39 |
|
2019
Q3 | $1.03M | Hold |
25,070
| – | – | 0.9% | 40 |
|
2019
Q2 | $1.05M | Sell |
25,070
-1,269
| -5% | -$52.9K | 0.91% | 38 |
|
2019
Q1 | $1.08M | Sell |
26,339
-1,810
| -6% | -$73.9K | 0.95% | 39 |
|
2018
Q4 | $1.04M | Sell |
28,149
-7,326
| -21% | -$272K | 1.03% | 36 |
|
2018
Q3 | $1.54M | Sell |
35,475
-1,655
| -4% | -$71.6K | 1.28% | 31 |
|
2018
Q2 | $1.59M | Buy |
37,130
+200
| +0.5% | +$8.58K | 1.42% | 27 |
|
2018
Q1 | $1.63M | Buy |
36,930
+7,690
| +26% | +$340K | 1.44% | 27 |
|
2017
Q4 | $1.31M | Buy |
29,240
+945
| +3% | +$42.4K | 1.18% | 33 |
|
2017
Q3 | $1.23M | Buy |
28,295
+18,100
| +178% | +$786K | 1.13% | 36 |
|
2017
Q2 | $421K | Buy |
+10,195
| New | +$421K | 0.39% | 72 |
|