Morton Brown Family Wealth’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	$32.5M	Buy	507,517 +15,609	+3%	+$1.03M	8.59%	3
2025 Q4	$30.7M	Buy	491,908 +7,124	+1%	+$436K	8.37%	3
2025 Q3	$29M	Buy	484,784 +2,477	+0.5%	+$144K	8.34%	3
2025 Q2	$27.5M	Buy	482,307 +42,503	+10%	+$2.28M	8.36%	3
2025 Q1	$22.4M	Buy	439,804 +16,197	+4%	+$820K	7.6%	3
2024 Q4	$20.3M	Buy	423,607 +21,121	+5%	+$1.06M	7.06%	4
2024 Q3	$21.3M	Buy	402,486 +24,676	+7%	+$1.25M	7.55%	3
2024 Q2	$19.1M	Buy	377,810 +17,437	+5%	+$868K	7.55%	3
2024 Q1	$18.1M	Buy	360,373 +9,558	+3%	+$462K	7.46%	4
2023 Q4	$16.8M	Buy	350,815 +22,651	+7%	+$1.01M	7.36%	4
2023 Q3	$14.3M	Buy	328,164 +29,271	+10%	+$1.34M	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%	+$1.34M	6.95%	3
2022 Q4	$9.56M	Buy	227,853 +25,914	+13%	+$1.05M	6.52%	3
2022 Q3	$7.34M	Sell	201,939 -7,968	-4%	-$325K	5.85%	5
2022 Q2	$8.56M	Buy	209,907 +9,389	+5%	+$417K	6.63%	3
2022 Q1	$9.63M	Buy	200,518 +19,800	+11%	+$964K	7.28%	2
2021 Q4	$9.23M	Buy	+180,718	New	+$9.28M	7.07%	2