Rooted Wealth Advisors’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	$650K	Buy	9,377 +323	+4%	+$21.3K	0.17%	80
2025 Q4	$605K	Sell	9,054 -3	-0%	-$184	0.17%	81
2025 Q3	$553K	Sell	9,057 -263	-3%	-$15.3K	0.17%	76
2025 Q2	$530K	Sell	9,320 -192	-2%	-$10.3K	0.18%	65
2025 Q1	$446K	Buy	9,512 +28	+0.3%	+$1.42K	0.19%	63
2024 Q4	$458K	Sell	9,484 -1,596	-14%	-$80.1K	0.18%	59
2024 Q3	$575K	Sell	11,080 -1,024	-8%	-$52.1K	0.26%	49
2024 Q2	$613K	Buy	12,104 +538	+5%	+$26.8K	0.27%	53
2024 Q1	$574K	Buy	11,566 +832	+8%	+$40.2K	0.28%	51
2023 Q4	$510K	Buy	+10,734	New	+$481K	0.27%	54
2023 Q2	–	Sell	-4,549	Closed	-$210K	–	101
2023 Q1	$210K	Sell	4,549 -683	-13%	-$30.4K	0.16%	81
2022 Q4	$220K	Buy	+5,232	New	+$212K	0.18%	67