Root Financial 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
$2.05M Sell
35,891
-620
-2% -$35.3K 0.2% 44
2025
Q1
$1.86M Sell
36,511
-1,238
-3% -$63K 0.2% 37
2024
Q4
$1.81M Buy
37,749
+4,294
+13% +$205K 0.22% 37
2024
Q3
$1.77M Buy
33,455
+12,168
+57% +$643K 0.28% 31
2024
Q2
$1.05M Buy
21,287
+2,584
+14% +$128K 0.25% 33
2024
Q1
$938K Buy
18,703
+2,519
+16% +$126K 0.28% 34
2023
Q4
$775K Buy
16,184
+2,972
+22% +$142K 0.29% 36
2023
Q3
$578K Sell
13,212
-2,991
-18% -$131K 0.31% 38
2023
Q2
$748K Sell
16,203
-18,753
-54% -$866K 0.45% 29
2023
Q1
$1.58M Buy
+34,956
New +$1.58M 1.13% 17