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

Circle Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,823
Closed -$202K – 225
2024
Q3 		$202K Buy
+3,823
New +$202K ﹤0.01% 209