Monterey Private Wealth, Inc. Vanguard Ftse Developed Market Transaction History

Monterey Private Wealth, Inc.

$338 Million
Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 759,112 shares of VEA stock, worth $43.8 Million. This represents 11.43% of its overall portfolio holdings.

Number of Shares

759,112

Previous 716,209 5.99%

Holding current value

$43.8 Million

Previous $34.2 Million 12.66%

% of portfolio

11.43%

Previous 11.32%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$47.4 - $52.99 $2.03 Million - $2.27 Million	42,903 Added 5.99%	759,112 $38.6 Million
Q4 2024 Jan 16, 2025	BUY	$47.57 - $52.44 $3.56 Million - $3.93 Million	74,909 Added 11.68%	716,209 $34.2 Million
Q3 2024 Oct 03, 2024	BUY	$47.6 - $53.31 $4.79 Million - $5.37 Million	100,705 Added 18.63%	641,300 $33.9 Million
Q2 2024 Jul 08, 2024	BUY	$47.83 - $51.21 $1.39 Million - $1.49 Million	29,063 Added 5.68%	540,595 $26.7 Million
Q1 2024 Apr 09, 2024	BUY	$46.21 - $50.27 $1.86 Million - $2.02 Million	40,154 Added 8.52%	511,532 $25.7 Million
Q4 2023 Jan 12, 2024	BUY	$41.58 - $47.99 $834,094 - $962,679	20,060 Added 4.44%	471,378 $22.6 Million
Q3 2023 Oct 10, 2023	BUY	$43.5 - $47.63 $1.78 Million - $1.95 Million	41,010 Added 9.99%	451,318 $19.7 Million
Q2 2023 Jul 11, 2023	BUY	$44.63 - $47.33 $934,730 - $991,279	20,944 Added 5.38%	410,308 $18.9 Million
Q1 2023 Apr 06, 2023	BUY	$42.2 - $46.17 $1.2 Million - $1.31 Million	28,407 Added 7.87%	389,364 $17.6 Million
Q4 2022 Jan 20, 2023	BUY	$36.19 - $43.78 $508,469 - $615,109	14,050 Added 4.05%	360,957 $0
Q3 2022 Oct 11, 2022	BUY	$36.19 - $43.74 $4.75 Million - $5.74 Million	131,343 Added 60.93%	346,907 $12.7 Million
Q2 2022 Jul 13, 2022	BUY	$40.38 - $48.66 $2.39 Million - $2.88 Million	59,231 Added 37.89%	215,564 $8.8 Million
Q1 2022 Apr 08, 2022	BUY	$44.13 - $51.72 $881,320 - $1.03 Million	19,971 Added 14.65%	156,333 $7.63 Million
Q4 2021 Jan 18, 2022	SELL	$49.38 - $52.95 $1.46 Million - $1.56 Million	-29,509 Reduced 17.79%	136,362 $6.96 Million
Q3 2021 Oct 08, 2021	BUY	$50.07 - $53.43 $6.92 Million - $7.39 Million	138,293 Added 501.46%	165,871 $8.37 Million
Q2 2021 Aug 30, 2021	BUY	$49.75 - $53.3 $137,807 - $147,641	2,770 Added 11.17%	27,578 $1.42 Million
Q1 2021 Apr 28, 2021	BUY	$46.87 - $50.05 $270,486 - $288,838	5,771 Added 30.31%	24,808 $1.27 Million
Q4 2020 Feb 16, 2021	BUY	$39.45 - $47.53 $23,472 - $28,280	595 Added 3.23%	19,037 $899,000
Q4 2020 Feb 11, 2021	SELL	$39.45 - $47.53 $8,639 - $10,409	-219 Reduced 1.17%	18,442 $754,000
Q3 2020 Feb 24, 2021	BUY	$38.92 - $42.44 $127,463 - $138,991	3,275 Added 21.29%	18,661 $763,000
Q2 2020 Feb 24, 2021	BUY	$31.83 - $40.85 $489,736 - $628,518	15,386 New	15,386 $597,000

Others Institutions Holding VEA

# of Institutions

2,784

Shares Held

2.26B

Call Options Held

257K

Put Options Held

203K

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Monterey Private Wealth, Inc. Vanguard Ftse Developed Market Transaction History