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

Aspire 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 		$1.04M Sell
19,692
-883
-4% -$44.9K 0.56% 38
2024
Q2 		$1.02M Buy
20,575
+540
+3% +$26.9K 0.58% 37
2024
Q1 		$1.01M Buy
20,035
+3,835
+24% +$185K 0.61% 34
2023
Q4 		$776K Hold
16,200
– – 0.53% 40
2023
Q3 		$708K Buy
+16,200
New +$741K 0.54% 40

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

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

Aspire Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.3% in Q3 2024, selling an estimated $44.9K and leaving 19,692 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #38.

Aspire Wealth Management first reported a position in VEA in Q3 2023 and has held it in 5 quarters since. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Aspire Wealth Management held 19,692 shares of Vanguard FTSE Developed Markets ETF worth $1.04M as of Q3 2024.
  • Aspire Wealth Management sold 883 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $44.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.56% of Aspire Wealth Management's portfolio in Q3 2024, its #38 holding.
  • Aspire Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 5 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.