Mason Investment Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Buy	4,823 +8	+0.2%	+$528	0.01%	61
2025 Q4	$301K	Sell	4,815 -308	-6%	-$18.9K	0.01%	62
2025 Q3	$307K	Buy	5,123 +25	+0.5%	+$1.46K	0.02%	65
2025 Q2	$291K	Buy	5,098 +40	+0.8%	+$2.14K	0.02%	64
2025 Q1	$257K	Buy	5,058 +353	+8%	+$17.9K	0.02%	67
2024 Q4	$225K	Buy	4,705 +70	+2%	+$3.52K	0.01%	69
2024 Q3	$245K	Buy	4,635 +12	+0.3%	+$610	0.01%	66
2024 Q2	$228K	Buy	4,623 +223	+5%	+$11.1K	0.01%	66
2024 Q1	$221K	Hold	4,400	–	–	0.02%	63
2023 Q4	$211K	Buy	+4,400	New	+$197K	0.02%	61
2023 Q2	–	Sell	-4,767	Closed	-$215K	–	64
2023 Q1	$215K	Sell	4,767 -222	-4%	-$9.89K	0.02%	58
2022 Q4	$209K	Buy	+4,989	New	+$202K	0.02%	86
2022 Q3	–	Sell	-13,231	Closed	-$540K	–	94
2022 Q2	$540K	Sell	13,231 -1,169	-8%	-$52K	0.06%	26
2022 Q1	$692K	Sell	14,400 -807	-5%	-$39.3K	0.06%	60
2021 Q4	$776K	Buy	15,207 +2,195	+17%	+$113K	0.06%	58
2021 Q3	$657K	Buy	13,012 +3,105	+31%	+$161K	0.07%	60
2021 Q2	$510K	Buy	9,907 +5,705	+136%	+$294K	0.05%	61
2021 Q1	$206K	Buy	+4,202	New	+$205K	0.02%	84
2020 Q2	–	Sell	-71,109	Closed	-$2.37M	–	87
2020 Q1	$2.37M	Sell	71,109 -33,922	-32%	-$1.36M	0.4%	8
2019 Q4	$4.63M	Buy	105,031 +3,670	+4%	+$156K	0.68%	8
2019 Q3	$4.16M	Sell	101,361 -4,016	-4%	-$164K	0.67%	8
2019 Q2	$4.4M	Sell	105,377 -61	-0.1%	-$2.51K	0.73%	9
2019 Q1	$4.31M	Buy	+105,438	New	+$4.21M	1.19%	8