Lyell 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
2024
Q2
Sell
-4,582
Closed -$230K 204
2024
Q1
$230K Buy
+4,582
New +$230K 0.02% 186