Cascade Financial 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
2025
Q2
$36.8M Buy
646,133
+12,370
+2% +$705K 4.43% 3
2025
Q1
$32.2M Sell
633,763
-1,330
-0.2% -$67.6K 4.06% 3
2024
Q4
$30.4M Sell
635,093
-9,450
-1% -$452K 3.96% 3
2024
Q3
$32.9M Buy
644,543
+780
+0.1% +$39.8K 4.12% 3
2024
Q2
$31.8M Buy
643,763
+7,619
+1% +$377K 4.18% 3
2024
Q1
$30.9M Buy
+636,144
New +$30.9M 4.45% 3