Whalen Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
7,082
-975
-12% -$55.6K 0.25% 113
2025
Q1
$410K Buy
8,057
+665
+9% +$33.8K 0.27% 82
2024
Q4
$353K Buy
7,392
+3,335
+82% +$159K 0.24% 87
2024
Q3
$214K Buy
+4,057
New +$214K 0.15% 108