Strategic Wealth Partners’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	$332K	Buy	5,175 +1,807	+54%	+$119K	0.02%	242
2025 Q4	$210K	Buy	3,368 +1,047	+45%	+$64.1K	0.01%	310
2025 Q3	$139K	Buy	2,321 +1,142	+97%	+$66.6K	0.01%	388
2025 Q2	$67.2K	Buy	+1,179	New	+$63.2K	0.01%	447
2019 Q4	–	Sell	-3,490	Closed	-$142	–	485
2019 Q3	$142	Buy	3,490 +254	+8%	+$10.4K	﹤0.01%	253
2019 Q2	$134K	Sell	3,236 -384	-11%	-$15.8K	0.06%	155
2019 Q1	$150K	Sell	3,620 -1,397	-28%	-$55.8K	0.07%	155
2018 Q4	$195K	Buy	5,017 +918	+22%	+$36.3K	0.1%	133
2018 Q3	$177K	Sell	4,099 -953	-19%	-$41.1K	0.09%	140
2018 Q2	$217K	Sell	5,052 -715	-12%	-$31.9K	0.13%	128
2018 Q1	$255K	Sell	5,767 -16,440	-74%	-$746K	0.13%	138
2017 Q4	$981K	Buy	+22,207	New	+$981K	0.54%	64