Montis Financial’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 | $28.3M | Buy |
495,940
+137,268
| +38% | +$7.83M | 7.86% | 3 |
|
|
2025
Q1 | $18.2M | Buy |
358,672
+72,663
| +25% | +$3.69M | 5.36% | 5 |
|
|
2024
Q4 | $13.7M | Buy |
286,009
+12,692
| +5% | +$607K | 4.22% | 6 |
|
|
2024
Q3 | $14.4M | Sell |
273,317
-1,029
| -0.4% | -$54.3K | 5.13% | 6 |
|
|
2024
Q2 | $13.6M | Buy |
274,346
+29,733
| +12% | +$1.47M | 6.22% | 6 |
|
|
2024
Q1 | $12.3M | Sell |
244,613
-4,529
| -2% | -$227K | 5.83% | 6 |
|
|
2023
Q4 | $11.9M | Buy |
249,142
+4,270
| +2% | +$205K | 7.09% | 4 |
|
|
2023
Q3 | $10.7M | Buy |
244,872
+8,157
| +3% | +$357K | 7.17% | 5 |
|
|
2023
Q2 | $10.9M | Buy |
236,715
+138,756
| +142% | +$6.41M | 7.21% | 4 |
|
|
2023
Q1 | $4.42M | Buy |
97,959
+36,767
| +60% | +$1.66M | 3.42% | 7 |
|
|
2022
Q4 | $2.57M | Buy |
+61,192
| New | +$2.57M | 2.17% | 8 |
|