ProVise Management Group’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	$232K	Buy	3,619 +406	+13%	+$26.8K	0.02%	244
2025 Q4	$201K	Buy	+3,213	New	+$197K	0.01%	249
2024 Q2	–	Sell	-5,824	Closed	-$292K	–	307
2024 Q1	$292K	Sell	5,824 -2,216	-28%	-$107K	0.03%	247
2023 Q4	$385K	Buy	8,040 +2,724	+51%	+$122K	0.03%	252
2023 Q3	$232K	Sell	5,316 -58	-1%	-$2.65K	0.02%	299
2023 Q2	$248K	Sell	5,374 -1,149	-18%	-$52.8K	0.02%	303
2023 Q1	$295K	Buy	+6,523	New	+$291K	0.03%	285
2018 Q3	–	Sell	-9,311	Closed	-$399	–	342
2018 Q2	$399	Sell	9,311 -988	-10%	-$44K	0.03%	240
2018 Q1	$456K	Sell	10,299 -75	-0.7%	-$3.4K	0.07%	211
2017 Q4	$465K	Hold	10,374	–	–	0.07%	216
2017 Q3	$450K	Buy	10,374 +971	+10%	+$41.2K	0.07%	220
2017 Q2	$388K	Buy	9,403 +4,171	+80%	+$170K	0.06%	240
2017 Q1	$205K	Buy	+5,232	New	+$200K	0.03%	298
2016 Q4	–	Sell	-7,393	Closed	-$276K	–	347
2016 Q3	$276K	Buy	7,393 +715	+11%	+$26.3K	0.05%	271
2016 Q2	$236K	Sell	6,678 -1,807	-21%	-$65.3K	0.04%	269
2016 Q1	$304K	Sell	8,485 -130	-2%	-$4.49K	0.06%	227
2015 Q4	$316K	Buy	+8,615	New	+$323K	0.07%	226