WMG Financial Advisors’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
$309K Sell
5,428
-187
-3% -$10.7K 0.11% 123
2025
Q1
$285K Sell
5,615
-8
-0.1% -$407 0.12% 118
2024
Q4
$269K Buy
5,623
+346
+7% +$16.5K 0.12% 125
2024
Q3
$279K Buy
5,277
+6
+0.1% +$317 0.13% 121
2024
Q2
$260K Sell
5,271
-165
-3% -$8.15K 0.14% 118
2024
Q1
$273K Buy
+5,436
New +$273K 0.16% 102