Capital Advisors Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	23,819 +550	+2%	+$36.3K	0.21%	73
2025 Q4	$1.45M	Buy	23,269 +744	+3%	+$45.6K	0.2%	73
2025 Q3	$1.35M	Buy	22,525 +1,068	+5%	+$62.2K	0.19%	71
2025 Q2	$1.22M	Buy	21,457 +2,920	+16%	+$156K	0.19%	65
2025 Q1	$942K	Buy	18,537 +1,815	+11%	+$91.8K	0.17%	69
2024 Q4	$800K	Buy	16,722 +413	+3%	+$20.7K	0.14%	72
2024 Q3	$861K	Sell	16,309 -97	-0.6%	-$4.93K	0.16%	69
2024 Q2	$811K	Sell	16,406 -505	-3%	-$25.1K	0.16%	63
2024 Q1	$848K	Buy	16,911 +297	+2%	+$14.3K	0.18%	61
2023 Q4	$796K	Buy	16,614 +546	+3%	+$24.4K	0.18%	66
2023 Q3	$703K	Buy	16,068 +1,237	+8%	+$56.6K	0.18%	66
2023 Q2	$685K	Buy	14,831 +2,086	+16%	+$95.9K	0.18%	67
2023 Q1	$576K	Buy	12,745 +1,432	+13%	+$63.8K	0.16%	74
2022 Q4	$475K	Sell	11,313 -1,477	-12%	-$59.8K	0.14%	74
2022 Q3	$465K	Sell	12,790 -262,785	-95%	-$10.7M	0.15%	69
2022 Q2	$11.2M	Sell	275,575 -5,853	-2%	-$260K	3.65%	9
2022 Q1	$13.5M	Sell	281,428 -32,596	-10%	-$1.59M	4.14%	7
2021 Q4	$16M	Buy	314,024 +16,033	+5%	+$823K	4.87%	5
2021 Q3	$15M	Sell	297,991 -5,220	-2%	-$271K	5.33%	6
2021 Q2	$15.6M	Buy	303,211 +73,053	+32%	+$3.77M	5.79%	4
2021 Q1	$11.3M	Buy	+230,158	New	+$11.2M	4.88%	5