Atlantic Edge Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Atlantic Edge Private 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
2026 Q1	$3.99M	Sell	62,320 -2,775	-4%	-$183K	0.98%	28
2025 Q4	$4.07M	Sell	65,095 -1,025	-2%	-$62.8K	1.01%	28
2025 Q3	$3.96M	Sell	66,120 -59	-0.1%	-$3.44K	1.02%	27
2025 Q2	$3.77M	Sell	66,179 -800	-1%	-$42.9K	1.04%	26
2025 Q1	$3.4M	Sell	66,979 -2,319	-3%	-$117K	1.04%	25
2024 Q4	$3.31M	Buy	69,298 +41,085	+146%	+$2.06M	1.03%	24
2024 Q3	$1.49M	Sell	28,213 -74	-0.3%	-$3.76K	0.45%	56
2024 Q2	$1.4M	Buy	28,287 +2,001	+8%	+$99.6K	0.47%	56
2024 Q1	$1.32M	Buy	26,286 +812	+3%	+$39.2K	0.45%	58
2023 Q4	$1.22M	Buy	+25,474	New	+$1.14M	0.5%	52

Other funds holding VEA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return