Brown 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
$13.8M Sell
242,299
-7,559
-3% -$431K 4.29% 5
2025
Q1
$12.7M Sell
249,858
-133,159
-35% -$6.77M 4.37% 8
2024
Q4
$18.3M Buy
383,017
+25,125
+7% +$1.2M 6.49% 5
2024
Q3
$18.9M Sell
357,892
-24,533
-6% -$1.3M 6.82% 5
2024
Q2
$18.9M Sell
382,425
-21,782
-5% -$1.08M 7.62% 3
2024
Q1
$20.3M Sell
404,207
-157,520
-28% -$7.9M 8.39% 2
2023
Q4
$26.9M Buy
561,727
+45,389
+9% +$2.17M 11.91% 1
2023
Q3
$22.6M Buy
516,338
+94,561
+22% +$4.13M 10.74% 1
2023
Q2
$19.5M Buy
+421,777
New +$19.5M 10.07% 2