Dynasty 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	$11.7M	Sell	182,070 -44,691	-20%	-$2.95M	0.1%	63
2025 Q4	$14.2M	Sell	226,761 -24,729	-10%	-$1.51M	0.14%	61
2025 Q3	$15.1M	Buy	251,490 +75,612	+43%	+$4.41M	0.2%	49
2025 Q2	$10M	Buy	+175,878	New	+$9.42M	0.17%	45
2025 Q1	–	Sell	-182,253	Closed	-$8.72M	–	266
2024 Q4	$8.72M	Buy	182,253 +5,679	+3%	+$285K	0.15%	49
2024 Q3	$9.32M	Buy	176,574 +2,113	+1%	+$107K	0.28%	32
2024 Q2	$8.62M	Buy	174,461 +7,608	+5%	+$379K	0.25%	39
2024 Q1	$8.37M	Buy	+166,853	New	+$8.06M	0.27%	35
2018 Q4	$209K	Sell	5,641 -54,677	-91%	-$2.16M	27.5%	2
2018 Q3	$2.61M	Sell	60,318 -8,063	-12%	-$348K	3.36%	7
2018 Q2	$2.93M	Buy	68,381 +5,400	+9%	+$241K	6.07%	4
2018 Q1	$2.79M	Sell	62,981 -9,276	-13%	-$421K	1.17%	3
2017 Q4	$3.24M	Buy	+72,257	New	+$3.19M	5.6%	2