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

Avaii 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 Q4	–	Sell	-4,419	Closed	-$233K	–	146
2024 Q3	$233K	Sell	4,419 -4,163	-49%	-$212K	0.12%	119
2024 Q2	$424K	Buy	8,582 +210	+3%	+$10.4K	0.24%	77
2024 Q1	$420K	Buy	8,372 +345	+4%	+$16.7K	0.25%	77
2023 Q4	$385K	Sell	8,027 -964	-11%	-$43.2K	0.25%	88
2023 Q3	$393K	Sell	8,991 -132	-1%	-$6.04K	0.3%	80
2023 Q2	$421K	Buy	9,123 +1,639	+22%	+$75.4K	0.32%	75
2023 Q1	$338K	Buy	+7,484	New	+$333K	0.29%	83
2022 Q4	–	Sell	-5,613	Closed	-$204K	–	135
2022 Q3	$204K	Buy	5,613 +689	+14%	+$28.1K	0.21%	104
2022 Q2	$201K	Buy	4,924 +137	+3%	+$6.09K	0.22%	99
2022 Q1	$229K	Buy	+4,787	New	+$233K	0.21%	93

Other funds holding VEA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Avaii Wealth Management's VEA Position: Q4 2024 in Review

Avaii Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 4,419 shares — an estimated $233K sold.

Avaii Wealth Management first reported a position in VEA in Q1 2022 and held it in 10 quarters. The position peaked at $424K in Q2 2024. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Avaii Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 4,419 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $233K.
Avaii Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and held it in 10 quarters.
Avaii Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $424K in Q2 2024.
2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.