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Balboa Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Balboa Wealth Partners’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 		$6.15M Buy
95,994
+13,860
+17% +$915K 1.03% 19
2025
Q4 		$5.13M Sell
82,134
-161
-0.2% -$9.86K 0.85% 26
2025
Q3 		$4.93M Buy
82,295
+19,058
+30% +$1.11M 0.85% 24
2025
Q2 		$3.61M Buy
63,237
+6,948
+12% +$372K 0.72% 27
2025
Q1 		$2.86M Buy
56,289
+24,457
+77% +$1.24M 0.69% 26
2024
Q4 		$1.52M Buy
31,832
+23,668
+290% +$1.19M 0.35% 55
2024
Q3 		$431K Buy
+8,164
New +$415K 0.11% 152
2024
Q1 		– Sell
-6,073
Closed -$291K – 318
2023
Q4 		$291K Buy
6,073
+1,389
+30% +$62.2K 0.1% 165
2023
Q3 		$205K Sell
4,684
-187
-4% -$8.56K 0.08% 208
2023
Q2 		$225K Buy
4,871
+423
+10% +$19.5K 0.08% 212
2023
Q1 		$201K Buy
+4,448
New +$198K 0.08% 229

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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
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
Wells Fargo San Francisco, California $530B 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
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