Palo Alto Wealth Advisors’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
$321K Sell
5,623
-466
-8% -$26.6K 0.12% 41
2025
Q1
$329K Sell
6,089
-1,447
-19% -$78.2K 0.13% 40
2024
Q4
$360K Buy
7,536
+1,017
+16% +$48.6K 0.13% 39
2024
Q3
$334K Buy
6,519
+1,064
+20% +$54.5K 0.14% 38
2024
Q2
$270K Sell
5,455
-222
-4% -$11K 0.19% 36
2024
Q1
$285K Buy
5,677
+303
+6% +$15.2K 0.2% 36
2023
Q4
$257K Buy
+5,374
New +$257K 0.19% 37