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

Sweet Financial Partners’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.41M Hold
26,781
– – 0.31% 68
2024
Q2 		$1.32M Sell
26,781
-1
-0% -$50 0.3% 68
2024
Q1 		$1.34M Sell
26,782
-11,874
-31% -$573K 0.31% 70
2023
Q4 		$1.85M Buy
38,656
+12,368
+47% +$554K 0.44% 49
2023
Q3 		$1.15M Hold
26,288
– – 0.3% 66
2023
Q2 		$1.21M Hold
26,288
– – 0.32% 65
2023
Q1 		$1.19M Hold
26,288
– – 0.33% 58
2022
Q4 		$1.1M Hold
26,288
– – 0.32% 51
2022
Q3 		$956K Hold
26,288
– – 0.3% 50
2022
Q2 		$1.07M Hold
26,288
– – 0.34% 40
2022
Q1 		$1.26M Buy
26,288
+88
+0.3% +$4.28K 0.34% 36
2021
Q4 		$1.34M Buy
+26,200
New +$1.35M 0.56% 26

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Wealthfront Advisers
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Northwestern Mutual Wealth Management
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WI
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