Rice Partnership’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	$885K	Buy	15,525 +2,375	+18%	+$135K	0.15%	63
2025 Q1	$668K	Hold	13,150	–	–	0.14%	62
2024 Q4	$629K	Hold	13,150	–	–	0.12%	63
2024 Q3	$694K	Hold	13,150	–	–	0.14%	59
2024 Q2	$650K	Hold	13,150	–	–	0.14%	60
2024 Q1	$660K	Hold	13,150	–	–	0.16%	61
2023 Q4	$630K	Hold	13,150	–	–	0.16%	63
2023 Q3	$575K	Hold	13,150	–	–	0.16%	64
2023 Q2	$607K	Hold	13,150	–	–	0.17%	65
2023 Q1	$594K	Hold	13,150	–	–	0.18%	65
2022 Q4	$552K	Hold	13,150	–	–	0.17%	66
2022 Q3	$478K	Sell	13,150 -836	-6%	-$30.4K	0.15%	67
2022 Q2	$571K	Sell	13,986 -5,140	-27%	-$210K	0.2%	62
2022 Q1	$919K	Hold	19,126	–	–	0.27%	57
2021 Q4	$977K	Hold	19,126	–	–	0.28%	52
2021 Q3	$966K	Sell	19,126 -841	-4%	-$42.5K	0.31%	54
2021 Q2	$1.03M	Buy	19,967 +343	+2%	+$17.7K	0.32%	53
2021 Q1	$964K	Buy	19,624 +498	+3%	+$24.5K	0.34%	51
2020 Q4	$903K	Buy	19,126 +836	+5%	+$39.5K	0.34%	48
2020 Q3	$748K	Sell	18,290 -2,000	-10%	-$81.8K	0.32%	44
2020 Q2	$787K	Hold	20,290	–	–	0.4%	37
2020 Q1	$676K	Hold	20,290	–	–	0.45%	42
2019 Q4	$894K	Sell	20,290 -6,000	-23%	-$264K	0.49%	41
2019 Q3	$1.08M	Sell	26,290 -605	-2%	-$24.9K	0.68%	38
2019 Q2	$1.12M	Buy	26,895 +78	+0.3%	+$3.25K	0.76%	39
2019 Q1	$1.1M	Sell	26,817 -335	-1%	-$13.7K	0.79%	39
2018 Q4	$1.01M	Buy	27,152 +300	+1%	+$11.1K	0.91%	37
2018 Q3	$1.16M	Sell	26,852 -230	-0.8%	-$9.95K	0.73%	37
2018 Q2	$1.16M	Hold	27,082	–	–	0.77%	43
2018 Q1	$1.2M	Hold	27,082	–	–	0.8%	38
2017 Q4	$1.22M	Buy	+27,082	New	+$1.22M	0.85%	39