Mosaic Family Wealth Partners’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	$33.3M	Buy	520,084 +11,196	+2%	+$739K	3.41%	8
2025 Q4	$31.8M	Buy	508,888 +45,117	+10%	+$2.76M	3.49%	8
2025 Q3	$27.7M	Buy	463,771 +39,792	+9%	+$2.32M	3.25%	9
2025 Q2	$24.2M	Buy	423,979 +30,963	+8%	+$1.66M	3.08%	9
2025 Q1	$20M	Buy	393,016 +40,932	+12%	+$2.07M	2.84%	9
2024 Q4	$16.8M	Buy	352,084 +33,665	+11%	+$1.69M	2.43%	10
2024 Q3	$16.8M	Buy	318,419 +24,698	+8%	+$1.26M	2.5%	9
2024 Q2	$14.5M	Buy	293,721 +3,902	+1%	+$194K	2.33%	10
2024 Q1	$14.5M	Buy	289,819 +10,501	+4%	+$507K	2.39%	9
2023 Q4	$13.4M	Sell	279,318 -7,543	-3%	-$338K	2.31%	11
2023 Q3	$12.5M	Buy	286,861 +4,441	+2%	+$203K	2.51%	10
2023 Q2	$13M	Sell	282,420 -9,375	-3%	-$431K	2.56%	10
2023 Q1	$13.2M	Sell	291,795 -5,505	-2%	-$245K	2.76%	9
2022 Q4	$12.5M	Buy	+297,300	New	+$12M	3.53%	5