Integris Wealth Management’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
$33M Sell
579,108
-1,869
-0.3% -$107K 8.61% 3
2025
Q1
$29.5M Buy
580,977
+21,449
+4% +$1.09M 8.42% 3
2024
Q4
$26.8M Buy
559,528
+58,275
+12% +$2.79M 7.55% 4
2024
Q3
$26.5M Buy
501,253
+25,791
+5% +$1.36M 7.39% 4
2024
Q2
$23.5M Sell
475,462
-48,578
-9% -$2.4M 6.79% 4
2024
Q1
$26.3M Buy
524,040
+52,936
+11% +$2.66M 7.27% 4
2023
Q4
$22.6M Buy
471,104
+43,390
+10% +$2.08M 6.68% 4
2023
Q3
$18.7M Buy
+427,714
New +$18.7M 6.13% 4