Holistic Planning’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
$951K Buy
16,683
+682
+4% +$38.9K 0.27% 72
2025
Q1
$813K Buy
16,001
+671
+4% +$34.1K 0.28% 72
2024
Q4
$733K Sell
15,330
-4,553
-23% -$218K 0.27% 73
2024
Q3
$1.05M Sell
19,883
-8,712
-30% -$460K 0.44% 48
2024
Q2
$1.43M Sell
28,595
-1,411
-5% -$70.8K 1.1% 28
2024
Q1
$1.51M Sell
30,006
-2,310
-7% -$116K 1.15% 26
2023
Q4
$1.55M Buy
+32,316
New +$1.55M 1.3% 25