Fi3 Financial Advisors’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	$41.5M	Sell	647,394 -904	-0.1%	-$59.7K	11.97%	2
2025 Q4	$40.5M	Sell	648,298 -17,452	-3%	-$1.07M	12.39%	2
2025 Q3	$39.9M	Buy	665,750 +3,789	+0.6%	+$221K	13.49%	2
2025 Q2	$37.7M	Sell	661,961 -8,198	-1%	-$439K	13.61%	2
2025 Q1	$34.1M	Sell	670,159 -31,091	-4%	-$1.57M	13.83%	2
2024 Q4	$33.5M	Sell	701,250 -6,650	-0.9%	-$334K	12.56%	3
2024 Q3	$37.4M	Buy	707,900 +26,496	+4%	+$1.35M	14.86%	2
2024 Q2	$33.7M	Buy	681,404 +9,397	+1%	+$468K	14.82%	2
2024 Q1	$33.3M	Buy	672,007 +38,226	+6%	+$1.85M	15.32%	2
2023 Q4	$30.4M	Buy	633,781 +37,162	+6%	+$1.66M	14.46%	3
2023 Q3	$26.1M	Sell	596,619 -12,169	-2%	-$557K	14.03%	3
2023 Q2	$28.1M	Sell	608,788 -194,116	-24%	-$8.93M	14.71%	2
2023 Q1	$36.3M	Buy	802,904 +38,112	+5%	+$1.7M	19.35%	1
2022 Q4	$32.1M	Buy	764,792 +299,540	+64%	+$12.1M	18.36%	1
2022 Q3	$16.9M	Buy	465,252 +83,993	+22%	+$3.42M	15.41%	1
2022 Q2	$15.2M	Sell	381,259 -58,174	-13%	-$2.59M	12.59%	2
2022 Q1	$21.1M	Sell	439,433 -36,679	-8%	-$1.78M	16.4%	2
2021 Q4	$24.3M	Buy	476,112 +122,735	+35%	+$6.3M	15.91%	1
2021 Q3	$17.8M	Buy	353,377 +1,436	+0.4%	+$74.7K	11.84%	3
2021 Q2	$18.4M	Buy	351,941 +67,873	+24%	+$3.5M	12.65%	2
2021 Q1	$14M	Buy	+284,068	New	+$13.9M	11.99%	2