Concord Wealth Partners’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	–	Sell	-1,851	Closed	-$116K	–	754
2025 Q4	$116K	Buy	1,851 +3	+0.2%	+$184	0.02%	243
2025 Q3	$111K	Sell	1,848 -363	-16%	-$21.2K	0.02%	251
2025 Q2	$126K	Buy	2,211 +57	+3%	+$3.05K	0.02%	248
2025 Q1	$109K	Sell	2,154 -845	-28%	-$42.8K	0.02%	237
2024 Q4	$143K	Sell	2,999 -689	-19%	-$34.6K	0.02%	218
2024 Q3	$195K	Buy	3,688 +237	+7%	+$12.1K	0.03%	205
2024 Q2	$171K	Buy	3,451 +1	+0%	+$50	0.03%	206
2024 Q1	$173K	Buy	3,450 +3,420	+11,400%	+$165K	0.03%	220
2023 Q4	$1.45K	Hold	30	–	–	﹤0.01%	742
2023 Q3	$1.31K	Hold	30	–	–	﹤0.01%	923
2023 Q2	$1.37K	Sell	30 -1,138	-97%	-$52.3K	﹤0.01%	915
2023 Q1	$52.8K	Sell	1,168 -4	-0.3%	-$178	0.02%	338
2022 Q4	$49.2K	Buy	+1,172	New	+$47.5K	0.01%	379
2022 Q3	–	Sell	-2,364	Closed	-$96K	–	1104
2022 Q2	$96K	Sell	2,364 -2,713	-53%	-$121K	0.03%	268
2022 Q1	$244K	Buy	5,077 +4,432	+687%	+$216K	0.06%	156
2021 Q4	$33K	Buy	645 +443	+219%	+$22.7K	0.01%	536
2021 Q3	$10K	Sell	202 -41	-17%	-$2.13K	﹤0.01%	473
2021 Q2	$13K	Sell	243 -469	-66%	-$24.2K	﹤0.01%	582
2021 Q1	$35K	Sell	712 -2,178	-75%	-$106K	0.01%	390
2020 Q4	$136K	Buy	+2,890	New	+$127K	0.1%	107