9WM
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9258 Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

9258 Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.57M Buy
29,817
+677
+2% +$34.4K 0.23% 87
2024
Q2 		$1.44M Buy
29,140
+358
+1% +$17.8K 0.22% 88
2024
Q1 		$1.44M Buy
28,782
+171
+0.6% +$8.26K 0.22% 86
2023
Q4 		$1.37M Buy
28,611
+503
+2% +$22.5K 0.24% 85
2023
Q3 		$1.23M Buy
28,108
+2,765
+11% +$127K 0.24% 83
2023
Q2 		$1.17M Buy
25,343
+404
+2% +$18.6K 0.22% 86
2023
Q1 		$1.13M Hold
24,939
– – 0.23% 88
2022
Q4 		$1.05M Sell
24,939
-925
-4% -$37.5K 0.23% 92
2022
Q3 		$940K Sell
25,864
-616
-2% -$25.1K 0.24% 92
2022
Q2 		$1.08M Sell
26,480
-400
-1% -$17.8K 0.28% 87
2022
Q1 		$1.29M Buy
26,880
+1,371
+5% +$66.7K 0.3% 76
2021
Q4 		$1.3M Buy
25,509
+68
+0.3% +$3.49K 0.3% 71
2021
Q3 		$1.28M Sell
25,441
-133
-0.5% -$6.92K 0.34% 61
2021
Q2 		$1.32M Buy
25,574
+133
+0.5% +$6.87K 0.35% 56
2021
Q1 		$1.25M Hold
25,441
– – 0.38% 56
2020
Q4 		$1.2M Hold
25,441
– – 0.39% 52
2020
Q3 		$1M Sell
25,441
-3,332
-12% -$137K 0.38% 60
2020
Q2 		$1.12M Buy
28,773
+97
+0.3% +$3.54K 0.45% 47
2020
Q1 		$1.01M Sell
28,676
-900
-3% -$36.1K 0.44% 54
2019
Q4 		$1.3M Buy
+29,576
New +$1.26M 0.48% 49

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

9258 Wealth Management's VEA Position: Q3 2024 in Review

9258 Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.3% in Q3 2024, buying an estimated $34.4K and bringing the position to 29,817 shares worth $1.57M. The position accounts for 0.23% of the portfolio, ranked #87.

9258 Wealth Management first reported a position in VEA in Q4 2019 and has held it in 20 quarters since. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • 9258 Wealth Management held 29,817 shares of Vanguard FTSE Developed Markets ETF worth $1.57M as of Q3 2024.
  • 9258 Wealth Management bought 677 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $34.4K.
  • Vanguard FTSE Developed Markets ETF made up 0.23% of 9258 Wealth Management's portfolio in Q3 2024, its #87 holding.
  • 9258 Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.