Cherry Tree 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	$19.3M	Buy	301,466 +2,265	+0.8%	+$149K	4.09%	4
2025 Q4	$18.7M	Buy	299,201 +8,873	+3%	+$544K	3.95%	5
2025 Q3	$17.4M	Buy	290,328 +7,903	+3%	+$461K	3.82%	5
2025 Q2	$16.1M	Buy	282,425 +809	+0.3%	+$43.3K	3.74%	5
2025 Q1	$14.3M	Buy	281,616 +12,014	+4%	+$608K	3.45%	5
2024 Q4	$12.9M	Sell	269,602 -601	-0.2%	-$30.2K	3.19%	6
2024 Q3	$14.3M	Buy	270,203 +6,197	+2%	+$315K	3.38%	5
2024 Q2	$13M	Buy	264,006 +6,136	+2%	+$305K	3.28%	5
2024 Q1	$12.9M	Buy	257,870 +20,215	+9%	+$976K	3.25%	5
2023 Q4	$11.4M	Buy	237,655 +1,747	+0.7%	+$78.2K	3.04%	6
2023 Q3	$10.3M	Buy	235,908 +14,361	+6%	+$657K	3.02%	8
2023 Q2	$10.2M	Buy	+221,547	New	+$10.2M	2.98%	11