Heritage Wealth Management (California)’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	$405K	Sell	7,105 -7	-0.1%	-$399	0.27%	57
2025 Q1	$362K	Buy	7,112 +941	+15%	+$47.8K	0.27%	59
2024 Q4	$295K	Buy	+6,171	New	+$295K	0.21%	64