Congress 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
2025 Q2	$18.6M	Buy	325,695 +30,865	+10%	+$1.65M	0.18%	136
2025 Q1	$15M	Buy	294,830 +26,866	+10%	+$1.36M	0.18%	144
2024 Q4	$12.8M	Buy	267,964 +17,869	+7%	+$897K	0.18%	169
2024 Q3	$13.2M	Sell	250,095 -28,874	-10%	-$1.47M	0.18%	170
2024 Q2	$13.8M	Buy	278,969 +3,107	+1%	+$155K	0.22%	135
2024 Q1	$13.8M	Sell	275,862 -3,689	-1%	-$178K	0.24%	127
2023 Q4	$13.4M	Buy	279,551 +6,467	+2%	+$289K	0.25%	117
2023 Q3	$11.9M	Buy	273,084 +223,231	+448%	+$10.2M	0.25%	118
2023 Q2	$2.3M	Sell	49,853 -2,413	-5%	-$111K	0.05%	244
2023 Q1	$2.36M	Sell	52,266 -7,123	-12%	-$317K	0.06%	250
2022 Q4	$2.49M	Sell	59,389 -5,117	-8%	-$207K	0.06%	241
2022 Q3	$2.35M	Buy	64,506 +432	+0.7%	+$17.6K	0.06%	258
2022 Q2	$2.61M	Sell	64,074 -3,725	-5%	-$166K	0.07%	252
2022 Q1	$3.26M	Sell	67,799 -65,519	-49%	-$3.19M	0.07%	258
2021 Q4	$6.81M	Buy	+133,318	New	+$6.85M	0.14%	188