Mosaic Family Wealth Partners’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 | $24.2M | Buy |
423,979
+30,963
| +8% | +$1.77M | 3.08% | 9 |
|
|
2025
Q1 | $20M | Buy |
393,016
+40,932
| +12% | +$2.08M | 2.84% | 9 |
|
|
2024
Q4 | $16.8M | Buy |
352,084
+33,665
| +11% | +$1.61M | 2.43% | 10 |
|
|
2024
Q3 | $16.8M | Buy |
318,419
+24,698
| +8% | +$1.3M | 2.5% | 9 |
|
|
2024
Q2 | $14.5M | Buy |
293,721
+3,902
| +1% | +$193K | 2.33% | 10 |
|
|
2024
Q1 | $14.5M | Buy |
289,819
+10,501
| +4% | +$527K | 2.39% | 9 |
|
|
2023
Q4 | $13.4M | Sell |
279,318
-7,543
| -3% | -$361K | 2.31% | 11 |
|
|
2023
Q3 | $12.5M | Buy |
286,861
+4,441
| +2% | +$194K | 2.51% | 10 |
|
|
2023
Q2 | $13M | Sell |
282,420
-9,375
| -3% | -$433K | 2.56% | 10 |
|
|
2023
Q1 | $13.2M | Sell |
291,795
-5,505
| -2% | -$249K | 2.76% | 9 |
|
|
2022
Q4 | $12.5M | Buy |
+297,300
| New | +$12.5M | 3.52% | 5 |
|