Evernest Financial Advisors’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
$722K Buy
12,661
+6,216
+96% +$354K 0.23% 89
2025
Q1
$328K Hold
6,445
0.12% 123
2024
Q4
$308K Buy
6,445
+422
+7% +$20.2K 0.08% 131
2024
Q3
$318K Sell
6,023
-177
-3% -$9.35K 0.09% 127
2024
Q2
$306K Sell
6,200
-54
-0.9% -$2.67K 0.14% 104
2024
Q1
$299K Buy
+6,254
New +$299K 0.14% 106