Cardinal Point Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cardinal Point Capital Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Sell	3,983 -844	-17%	-$58.8K	0.02%	245
2026 Q1	$309K	Sell	4,827 -947	-16%	-$62.5K	0.02%	224
2025 Q4	$361K	Buy	5,774 +281	+5%	+$17.2K	0.02%	188
2025 Q3	$328K	Buy	+5,493	New	+$320K	0.02%	196
2025 Q2	–	Sell	-7,296	Closed	-$371K	–	253
2025 Q1	$371K	Buy	+7,296	New	+$369K	0.03%	138
2024 Q4	–	Sell	-5,954	Closed	-$314K	–	92
2024 Q3	$314K	Sell	5,954 -2,200	-27%	-$112K	0.05%	69
2024 Q2	$403K	Buy	8,154 +10	+0.1%	+$498	0.07%	58
2024 Q1	$409K	Buy	8,144 +2,200	+37%	+$106K	0.08%	53
2023 Q4	$285K	Sell	5,944 -22,200	-79%	-$994K	0.07%	57
2023 Q3	$1.23M	Buy	28,144 +1,300	+5%	+$59.5K	0.32%	21
2023 Q2	$1.24M	Sell	26,844 -5,365	-17%	-$247K	0.37%	21
2023 Q1	$1.45M	Hold	32,209	–	–	0.44%	19
2022 Q4	$1.35M	Buy	+32,209	New	+$1.3M	0.47%	20

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Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return