Summit Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$37.1M	Buy	650,132 +85,164	+15%	+$4.86M	0.84%	20
2025 Q1	$28.7M	Buy	564,968 +52,362	+10%	+$2.66M	0.8%	21
2024 Q4	$24.5M	Buy	512,606 +26,429	+5%	+$1.26M	0.86%	17
2024 Q3	$25.7M	Buy	486,177 +63,126	+15%	+$3.33M	1.01%	17
2024 Q2	$20.9M	Buy	423,051 +178,098	+73%	+$8.8M	0.95%	16
2024 Q1	$12.3M	Sell	244,953 -13,819	-5%	-$693K	0.73%	16
2023 Q4	$12.4M	Buy	258,772 +14,757	+6%	+$707K	0.81%	16
2023 Q3	$10.7M	Buy	244,015 +11,682	+5%	+$511K	0.79%	16
2023 Q2	$10.7M	Sell	232,333 -20,956	-8%	-$968K	0.78%	15
2023 Q1	$11.4M	Sell	253,289 -555	-0.2%	-$25.1K	1%	15
2022 Q4	$10.7M	Sell	253,844 -31,729	-11%	-$1.33M	1%	14
2022 Q3	$10.4M	Sell	285,573 -23,246	-8%	-$845K	0.98%	16
2022 Q2	$12.6M	Sell	308,819 -1,037	-0.3%	-$42.3K	1.18%	14
2022 Q1	$14.9M	Sell	309,856 -81,059	-21%	-$3.89M	1.16%	15
2021 Q4	$20M	Buy	390,915 +26,145	+7%	+$1.33M	1.52%	11
2021 Q3	$18.4M	Buy	364,770 +74,482	+26%	+$3.76M	1.58%	10
2021 Q2	$15M	Buy	290,288 +275,537	+1,868%	+$14.2M	1.48%	10
2021 Q1	$724K	Buy	14,751 +37	+0.3%	+$1.82K	0.1%	36
2020 Q4	$695K	Sell	14,714 -17,994	-55%	-$849K	0.1%	34
2020 Q3	$1.34M	Sell	32,708 -12,442	-28%	-$509K	0.22%	18
2020 Q2	$1.75M	Sell	45,150 -46,389	-51%	-$1.8M	0.31%	15
2020 Q1	$3.05M	Buy	91,539 +3,019	+3%	+$101K	0.67%	8
2019 Q4	$3.9M	Sell	88,520 -6,106	-6%	-$269K	0.66%	8
2019 Q3	$4.14M	Buy	94,626 +17,444	+23%	+$763K	0.7%	10
2019 Q2	$3.22M	Buy	77,182 +1,790	+2%	+$74.7K	0.54%	10
2019 Q1	$3.09M	Buy	75,392 +3,508	+5%	+$144K	0.53%	11
2018 Q4	$2.67M	Buy	+71,884	New	+$2.67M	0.52%	10