Precedent 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
$20.3M Buy
356,922
+113,170
+46% +$6.45M 4.98% 2
2025
Q1
$12.4M Buy
243,752
+16,764
+7% +$852K 3.44% 3
2024
Q4
$10.9M Buy
226,988
+7,185
+3% +$344K 3.54% 4
2024
Q3
$11.6M Buy
219,803
+15,169
+7% +$801K 3.83% 5
2024
Q2
$10.1M Buy
204,634
+7,819
+4% +$386K 4.07% 6
2024
Q1
$9.87M Sell
196,815
-15,500
-7% -$778K 4.24% 6
2023
Q4
$10.2M Buy
+212,315
New +$10.2M 5.17% 4