Petix & Botte Co

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1803255 LA MESA, CA

Position in VEA

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$806,126

+$1,013 QoQ

Shares Held

12,580

-2.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$403,063	6,290	-51.2%	Shares	Sole	2026-04-30
2026-03-31	$403,063	6,290	—	Principal	Sole	2026-04-30
2025-12-31	$805,113	12,888	+4.9%	Shares	Sole	2026-02-05
2025-09-30	$736,296	12,288	-9.4%	Shares	Sole	2025-11-21
2025-06-30	$772,827	13,556	-12.1%	Shares	Sole	2025-08-08
2025-03-31	$783,595	15,416	0.0%	Shares	Sole	2025-05-13
2024-12-31	$737,193	15,416	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$813,485	15,404	-7.3%	Shares	Sole	2024-10-18
2024-06-30	$821,558	16,624	-88.9%	Shares	Sole	2024-08-13
2024-03-31	$7,521,436	149,919	+774.8%	Shares	Sole	2024-05-06
2023-12-31	$820,910	17,138	-3.6%	Shares	Sole	2024-02-06
2023-09-30	$777,516	17,784	+0.0%	Shares	Sole	2023-11-15
2023-06-30	$821,034	17,779	+70.7%	Shares	Sole	2023-08-14
2023-03-31	$470,445	10,415	-7.2%	Shares	Sole	2023-05-15
2022-09-30	$408,031	11,222	-10.9%	Shares	Sole	2022-10-14
2022-06-30	$513,672	12,590	-52.5%	Shares	Sole	2022-08-04
2022-03-31	$1,273,851	26,522	+85.4%	Shares	Sole	2022-04-26
2021-12-31	$730,515	14,307	-50.2%	Shares	Sole	2022-02-11
2021-09-30	$1,449,921	28,717	+63.1%	Shares	Sole	2021-11-12
2021-06-30	$907,164	17,608	-6.0%	Shares	Sole	2021-07-29
2021-03-31	$919,732	18,728	+4.2%	Shares	Sole	2021-05-24
2020-12-31	$848,127	17,965	-5.2%	Shares	Sole	2021-01-29
2020-09-30	$775,423	18,959	-50.7%	Shares	Sole	2020-10-30
2020-06-30	$1,490,932	38,436	+85.5%	Shares	Sole	2020-08-07
2020-03-31	$690,738	20,718	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.