BKM Wealth Management’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
$11M Sell
192,776
-4,241
-2% -$242K 4.29% 3
2025
Q1
$10M Buy
197,017
+1,765
+0.9% +$89.7K 4.12% 4
2024
Q4
$9.34M Buy
195,252
+3,840
+2% +$184K 3.83% 5
2024
Q3
$10.1M Sell
191,412
-149
-0.1% -$7.87K 4.11% 4
2024
Q2
$9.47M Buy
191,561
+7,447
+4% +$368K 4.55% 3
2024
Q1
$9.24M Sell
184,114
-128,547
-41% -$6.45M 3.97% 3
2023
Q4
$8.84M Buy
+312,661
New +$8.84M 3.77% 4