Shakespeare Wealth Management’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	$663K	Hold	10,343	–	–	0.16%	52
2025 Q4	$646K	Hold	10,343	–	–	0.14%	57
2025 Q3	$620K	Hold	10,343	–	–	0.14%	55
2025 Q2	$590K	Buy	10,343 +254	+3%	+$13.6K	0.16%	54
2025 Q1	$513K	Sell	10,089 -937	-8%	-$47.4K	0.14%	65
2024 Q4	$527K	Sell	11,026 -200	-2%	-$10K	0.14%	62
2024 Q3	$593K	Sell	11,226 -291	-3%	-$14.8K	0.16%	56
2024 Q2	$569K	Buy	11,517 +3,768	+49%	+$187K	0.16%	50
2024 Q1	$389K	Hold	7,749	–	–	0.11%	63
2023 Q4	$371K	Hold	7,749	–	–	0.11%	60
2023 Q3	$339K	Hold	7,749	–	–	0.12%	62
2023 Q2	$358K	Sell	7,749 -2,179	-22%	-$100K	0.12%	62
2023 Q1	$448K	Buy	9,928 +955	+11%	+$42.5K	0.16%	52
2022 Q4	$377K	Sell	8,973 -1,892	-17%	-$76.6K	0.14%	56
2022 Q3	$395K	Buy	10,865 +4,870	+81%	+$198K	0.17%	53
2022 Q2	$246K	Buy	5,995 +159	+3%	+$7.07K	0.1%	63
2022 Q1	$284K	Buy	5,836 +1,703	+41%	+$82.9K	0.1%	60
2021 Q4	$211K	Buy	+4,133	New	+$212K	0.08%	72