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B.O.S.S. Retirement Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		– Sell
-4,832
Closed -$231K – 172
2024
Q1 		$231K Buy
+4,832
New +$233K 0.09% 117

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VEA Position: Q2 2024 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 4,832 shares — an estimated $231K sold.

B.O.S.S. Retirement Advisors first reported a position in VEA in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 2,158 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 4,832 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $231K.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Vanguard FTSE Developed Markets ETF position peaked at $231K in Q1 2024.
  • 2,158 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.