Milestone Investment Advisors’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
$1.36M Buy
23,792
+2,375
+11% +$135K 0.35% 47
2025
Q1
$1.09M Buy
21,417
+1,112
+5% +$56.5K 0.3% 47
2024
Q4
$971K Sell
20,305
-610
-3% -$29.2K 0.26% 46
2024
Q3
$1.1M Buy
20,915
+1,381
+7% +$72.9K 0.31% 45
2024
Q2
$965K Buy
19,534
+112
+0.6% +$5.54K 0.26% 46
2024
Q1
$974K Buy
19,422
+1
+0% +$50 0.26% 45
2023
Q4
$930K Buy
19,421
+1
+0% +$48 0.27% 46
2023
Q3
$849K Buy
19,420
+8,384
+76% +$367K 0.24% 47
2023
Q2
$510K Buy
11,036
+40
+0.4% +$1.85K 0.16% 50
2023
Q1
$497K Sell
10,996
-4,608
-30% -$208K 0.15% 57
2022
Q4
$655K Buy
+15,604
New +$655K 0.23% 43