Morton Brown Family Wealth’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 | $27.5M | Buy |
482,307
+42,503
| +10% | +$2.42M | 8.36% | 3 |
|
|
2025
Q1 | $22.4M | Buy |
439,804
+16,197
| +4% | +$823K | 7.6% | 3 |
|
|
2024
Q4 | $20.3M | Buy |
423,607
+21,121
| +5% | +$1.01M | 7.06% | 4 |
|
|
2024
Q3 | $21.3M | Buy |
402,486
+24,676
| +7% | +$1.3M | 7.55% | 3 |
|
|
2024
Q2 | $19.1M | Buy |
377,810
+17,437
| +5% | +$883K | 7.55% | 3 |
|
|
2024
Q1 | $18.1M | Buy |
360,373
+9,558
| +3% | +$480K | 7.46% | 4 |
|
|
2023
Q4 | $16.8M | Buy |
350,815
+22,651
| +7% | +$1.08M | 7.36% | 4 |
|
|
2023
Q3 | $14.3M | Buy |
328,164
+29,271
| +10% | +$1.28M | 7.33% | 3 |
|
|
2023
Q2 | $13.8M | Buy |
298,893
+41,011
| +16% | +$1.89M | 7.37% | 2 |
|
|
2023
Q1 | $11.6M | Buy |
257,882
+30,029
| +13% | +$1.36M | 6.95% | 3 |
|
|
2022
Q4 | $9.56M | Buy |
227,853
+25,914
| +13% | +$1.09M | 6.52% | 3 |
|
|
2022
Q3 | $7.34M | Sell |
201,939
-7,968
| -4% | -$290K | 5.85% | 5 |
|
|
2022
Q2 | $8.56M | Buy |
209,907
+9,389
| +5% | +$383K | 6.63% | 3 |
|
|
2022
Q1 | $9.63M | Buy |
200,518
+19,800
| +11% | +$951K | 7.28% | 2 |
|
|
2021
Q4 | $9.23M | Buy |
+180,718
| New | +$9.23M | 7.07% | 2 |
|