Holistic Financial Partners Vanguard Ftse Developed Market Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Holistic Financial Partners holds 7,460 shares of VEA stock, worth $378,595. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,460

Previous 7,619 2.09%

Holding current value

$378,595

Previous $402,000 11.44%

% of portfolio

0.18%

Previous 0.2%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$47.57 - $52.44 $7,563 - $8,337	-159 Reduced 2.09%	7,460 $356,000
Q2 2024 Jul 30, 2024	SELL	$47.83 - $51.21 $1,913 - $2,048	-40 Reduced 0.52%	7,619 $376,000
Q4 2023 Feb 12, 2024	BUY	$41.58 - $47.99 $18,503 - $21,355	445 Added 6.17%	7,659 $366,000
Q3 2023 Nov 08, 2023	SELL	$43.5 - $47.63 $98,614 - $107,977	-2,267 Reduced 23.91%	7,214 $315,000
Q2 2023 Aug 09, 2023	SELL	$44.63 - $47.33 $69,087 - $73,266	-1,548 Reduced 14.04%	9,481 $437,000
Q1 2023 May 04, 2023	BUY	$42.2 - $46.17 $506 - $554	12 Added 0.11%	11,029 $498,000
Q4 2022 Feb 07, 2023	SELL	$36.19 - $43.78 $44,405 - $53,718	-1,227 Reduced 10.02%	11,017 $462,000
Q2 2022 Aug 02, 2022	SELL	$40.38 - $48.66 $13,365 - $16,106	-331 Reduced 2.63%	12,244 $500,000
Q4 2021 Feb 11, 2022	SELL	$49.38 - $52.95 $7,851 - $8,419	-159 Reduced 1.25%	12,575 $642,000
Q2 2021 Aug 13, 2021	SELL	$49.75 - $53.3 $2,885 - $3,091	-58 Reduced 0.45%	12,734 $656,000
Q1 2021 May 11, 2021	SELL	$46.87 - $50.05 $14,342 - $15,315	-306 Reduced 2.34%	12,792 $628,000
Q4 2020 Feb 10, 2021	SELL	$39.45 - $47.53 $37,398 - $45,058	-948 Reduced 6.75%	13,098 $618,000
Q3 2020 Nov 13, 2020	SELL	$38.92 - $42.44 $554,298 - $604,430	-14,242 Reduced 50.35%	14,046 $573,000
Q2 2020 Aug 13, 2020	SELL	$31.83 - $40.85 $1.52 Million - $1.95 Million	-47,767 Reduced 62.81%	28,288 $1.1 Million
Q1 2020 May 05, 2020	SELL	$28.78 - $44.66 $243,622 - $378,046	-8,465 Reduced 10.02%	76,055 $2.54 Million
Q4 2019 Feb 06, 2020	SELL	$39.9 - $44.4 $371,389 - $413,275	-9,308 Reduced 9.92%	84,520 $3.72 Million
Q3 2019 Nov 07, 2019	SELL	$38.87 - $42.25 $2.23 Million - $2.42 Million	-57,333 Reduced 37.93%	93,828 $3.86 Million
Q2 2019 Aug 07, 2019	SELL	$39.84 - $42.1 $219,916 - $232,392	-5,520 Reduced 3.52%	151,161 $6.31 Million
Q1 2019 May 07, 2019	SELL	$36.75 - $41.54 $648,637 - $733,181	-17,650 Reduced 10.12%	156,681 $6.4 Million
Q4 2018 Feb 11, 2019	SELL	$35.84 - $43.38 $359,654 - $435,318	-10,035 Reduced 5.44%	174,331 $6.47 Million
Q3 2018 Nov 05, 2018	SELL	$41.81 - $43.94 $1.27 Million - $1.34 Million	-30,479 Reduced 14.19%	184,366 $7.98 Million
Q2 2018 Aug 14, 2018	SELL	$42.43 - $45.59 $578,151 - $621,209	-13,626 Reduced 5.96%	214,845 $9.22 Million
Q1 2018 May 14, 2018	BUY	$43.31 - $47.88 $190,217 - $210,288	4,392 Added 1.96%	228,471 $10.1 Million
Q4 2017 Feb 09, 2018	BUY	$43.36 - $44.94 $9.72 Million - $10.1 Million	224,079	224,079 $10.1 Million

Others Institutions Holding VEA

# of Institutions

2,605

Shares Held

2.21B

Call Options Held

170K

Put Options Held

101K

View Full List

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Holistic Financial Partners Vanguard Ftse Developed Market Transaction History