Agilis 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
2024
Q4
$11.5M Buy
240,338
+10,378
+5% +$496K 3.46% 6
2024
Q3
$12.1M Buy
229,960
+7,503
+3% +$396K 3.4% 6
2024
Q2
$11M Sell
222,457
-2,961
-1% -$146K 3.35% 6
2024
Q1
$11.3M Sell
225,418
-2,020
-0.9% -$101K 2.89% 6
2023
Q4
$10.9M Buy
+227,438
New +$10.9M 2.87% 6