Wealth Dimensions Group’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	$807K	Buy	12,588 +131	+1%	+$8.65K	0.16%	71
2025 Q4	$778K	Sell	12,457 -621	-5%	-$38K	0.15%	72
2025 Q3	$784K	Buy	13,078 +1,751	+15%	+$102K	0.16%	76
2025 Q2	$646K	Buy	11,327 +664	+6%	+$35.6K	0.14%	89
2025 Q1	$542K	Buy	10,663 +109	+1%	+$5.52K	0.13%	95
2024 Q4	$505K	Buy	10,554 +2,908	+38%	+$146K	0.12%	90
2024 Q3	$404K	Sell	7,646 -559	-7%	-$28.4K	0.1%	102
2024 Q2	$405K	Buy	8,205 +161	+2%	+$8.01K	0.12%	95
2024 Q1	$404K	Buy	8,044 +18	+0.2%	+$869	0.12%	94
2023 Q4	$384K	Sell	8,026 -380	-5%	-$17K	0.12%	92
2023 Q3	$368K	Buy	8,406 +359	+4%	+$16.4K	0.13%	92
2023 Q2	$372K	Buy	8,047 +40	+0.5%	+$1.84K	0.14%	93
2023 Q1	$362K	Buy	8,007 +649	+9%	+$28.9K	0.14%	97
2022 Q4	$309K	Sell	7,358 -847	-10%	-$34.3K	0.13%	101
2022 Q3	$298K	Buy	8,205 +11	+0.1%	+$448	0.15%	92
2022 Q2	$334K	Buy	8,194 +26	+0.3%	+$1.16K	0.16%	92
2022 Q1	$392K	Buy	8,168 +54	+0.7%	+$2.63K	0.18%	91
2021 Q4	$414K	Buy	8,114 +52	+0.6%	+$2.67K	0.2%	88
2021 Q3	$407K	Sell	8,062 -178	-2%	-$9.26K	0.26%	82
2021 Q2	$425K	Buy	8,240 +1,743	+27%	+$90K	0.29%	73
2021 Q1	$319K	Buy	6,497 +12	+0.2%	+$586	0.25%	84
2020 Q4	$306K	Buy	+6,485	New	+$285K	0.26%	77