Wipfli Financial 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
Q3 | $209K | Sell |
5,744
-2,247
| -28% | -$81.8K | 0.01% | 437 |
|
|
2022
Q2 | $384K | Hold |
7,991
| – | – | 0.04% | 63 |
|
|
2022
Q1 | $384K | Buy |
+7,991
| New | +$384K | 0.04% | 68 |
|
|
2021
Q2 | – | Sell |
-4,981
| Closed | -$245K | – | 45 |
|
|
2021
Q1 | $245K | Buy |
4,981
+269
| +6% | +$13.2K | 0.13% | 29 |
|
|
2020
Q4 | $222K | Buy |
+4,712
| New | +$222K | 0.13% | 33 |
|