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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10M Buy
+175,878
New +$10M 0.17% 45
2025
Q1
Sell
-182,253
Closed -$8.72M 266
2024
Q4
$8.72M Buy
182,253
+5,679
+3% +$272K 0.15% 49
2024
Q3
$9.32M Buy
176,574
+2,113
+1% +$112K 0.28% 32
2024
Q2
$8.62M Buy
174,461
+7,608
+5% +$376K 0.25% 39
2024
Q1
$8.37M Buy
+166,853
New +$8.37M 0.27% 35
2018
Q4
$209K Sell
5,641
-54,677
-91% -$2.03M 27.5% 2
2018
Q3
$2.61M Sell
60,318
-8,063
-12% -$349K 3.36% 7
2018
Q2
$2.93M Buy
68,381
+5,400
+9% +$232K 6.07% 4
2018
Q1
$2.79M Sell
62,981
-9,276
-13% -$410K 1.17% 3
2017
Q4
$3.24M Buy
+72,257
New +$3.24M 5.6% 2