Lord & Richards 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
$3.92M Buy
68,846
+9,448
+16% +$539K 4.1% 6
2025
Q1
$3.02M Buy
59,398
+33,415
+129% +$1.7M 3.42% 5
2024
Q4
$1.24M Buy
+25,983
New +$1.24M 2.62% 7