Frisch Financial Group’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	$294K	Buy	4,582 +287	+7%	+$18.9K	0.06%	134
2025 Q4	$268K	Hold	4,295	–	–	0.06%	130
2025 Q3	$257K	Hold	4,295	–	–	0.06%	124
2025 Q2	$245K	Hold	4,295	–	–	0.06%	125
2025 Q1	$218K	Sell	4,295 -1,550	-27%	-$78.4K	0.06%	120
2024 Q4	$280K	Sell	5,845 -46	-0.8%	-$2.31K	0.08%	99
2024 Q3	$311K	Buy	5,891 +1,538	+35%	+$78.2K	0.09%	95
2024 Q2	$215K	Sell	4,353 -1,416	-25%	-$70.5K	0.07%	125
2024 Q1	$289K	Sell	5,769 -932	-14%	-$45K	0.1%	97
2023 Q4	$321K	Buy	6,701 +708	+12%	+$31.7K	0.12%	88
2023 Q3	$262K	Sell	5,993 -513	-8%	-$23.5K	0.11%	99
2023 Q2	$300K	Sell	6,506 -3,328	-34%	-$153K	0.14%	87
2023 Q1	$444K	Buy	9,834 +4,445	+82%	+$198K	0.17%	71
2022 Q4	$226K	Buy	+5,389	New	+$218K	0.08%	120
2022 Q3	–	Sell	-5,518	Closed	-$225K	–	129
2022 Q2	$225K	Buy	5,518 +597	+12%	+$26.5K	0.09%	112
2022 Q1	$236K	Buy	4,921 +416	+9%	+$20.2K	0.08%	130
2021 Q4	$229K	Buy	+4,505	New	+$231K	0.07%	140