Fiduciary Wealth Partners’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	$35M	Sell	545,488 -130,571	-19%	-$8.62M	22.88%	2
2025 Q4	$42.2M	Buy	676,059 +23,284	+4%	+$1.43M	17.32%	2
2025 Q3	$39.1M	Buy	652,775 +480,551	+279%	+$28M	16.42%	2
2025 Q2	$9.82M	Sell	172,224 -356,917	-67%	-$19.1M	9.25%	4
2025 Q1	$26.9M	Buy	+529,141	New	+$26.8M	23.24%	2
2017 Q3	$29.7M	Sell	683,409 -5,711	-0.8%	-$242K	39.58%	1
2017 Q2	$28.5M	Sell	689,120 -55,396	-7%	-$2.26M	34.84%	2
2017 Q1	$29.3M	Sell	744,516 -9,747	-1%	-$374K	29.67%	2
2016 Q4	$28.1M	Buy	754,263 +669	+0.1%	+$24.4K	28.44%	2
2016 Q3	$28.2M	Buy	753,594 +5,148	+0.7%	+$189K	28.19%	2
2016 Q2	$26.5M	Sell	748,446 -19,247	-3%	-$695K	28.17%	2
2016 Q1	$27.5M	Sell	767,693 -196,030	-20%	-$6.77M	28.94%	2
2015 Q4	$30.8M	Buy	+963,723	New	+$36.1M	26.88%	2