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Boston Financial Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Boston Financial 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 		$6.44M Sell
134,762
-19,285
-13% -$968K 0.19% 90
2024
Q3 		$8.14M Sell
154,047
-9,494
-6% -$483K 0.24% 82
2024
Q2 		$8.08M Sell
163,541
-5,070
-3% -$252K 0.26% 80
2024
Q1 		$8.46M Sell
168,611
-2,732
-2% -$132K 0.27% 75
2023
Q4 		$8.21M Sell
171,343
-7,206
-4% -$323K 0.28% 73
2023
Q3 		$7.81M Sell
178,549
-1,515
-0.8% -$69.3K 0.29% 72
2023
Q2 		$8.32M Sell
180,064
-2,970
-2% -$137K 0.3% 73
2023
Q1 		$8.27M Sell
183,034
-5,093
-3% -$227K 0.32% 69
2022
Q4 		$7.9M Sell
188,127
-9,003
-5% -$365K 0.32% 73
2022
Q3 		$7.17M Sell
197,130
-71,158
-27% -$2.9M 0.31% 69
2022
Q2 		$10.9M Buy
268,288
+55,399
+26% +$2.46M 0.47% 60
2022
Q1 		$10.2M Buy
+212,889
New +$10.4M 0.39% 66
2021
Q3 		– Sell
-7,912
Closed -$408K – 261
2021
Q2 		$408K Buy
7,912
+1,490
+23% +$76.9K 0.02% 196
2021
Q1 		$315K Buy
6,422
+1,440
+29% +$70.3K 0.01% 204
2020
Q4 		$235K Sell
4,982
-3,973
-44% -$175K 0.01% 219
2020
Q3 		$366K Sell
8,955
-5,302
-37% -$218K 0.02% 187
2020
Q2 		$553K Sell
14,257
-10,124
-42% -$370K 0.03% 154
2020
Q1 		$813K Sell
24,381
-47,759
-66% -$1.92M 0.05% 131
2019
Q4 		$3.18M Buy
72,140
+35,209
+95% +$1.5M 0.17% 93
2019
Q3 		$1.52M Buy
36,931
+3,302
+10% +$135K 0.09% 119
2019
Q2 		$1.4M Sell
33,629
-2,150
-6% -$88.6K 0.08% 124
2019
Q1 		$1.46M Sell
35,779
-580
-2% -$23.2K 0.09% 121
2018
Q4 		$1.35M Sell
36,359
-3,300
-8% -$131K 0.09% 123
2018
Q3 		$1.72M Buy
39,659
+33,551
+549% +$1.45M 0.1% 131
2018
Q2 		$262K Hold
6,108
– – 0.02% 236
2018
Q1 		$270K Buy
6,108
+115
+2% +$5.22K 0.02% 231
2017
Q4 		$269K Buy
5,993
+329
+6% +$14.5K 0.02% 236
2017
Q3 		$246K Hold
5,664
– – 0.02% 239
2017
Q2 		$234K Hold
5,664
– – 0.02% 252
2017
Q1 		$223K Sell
5,664
-1,846
-25% -$70.7K 0.02% 249
2016
Q4 		$274K Buy
+7,510
New +$274K 0.02% 241
2015
Q1 		– Sell
-17,674
Closed -$669K – 209
2014
Q4 		$669K Buy
17,674
+6,143
+53% +$238K 0.08% 153
2014
Q3 		$458K Sell
11,531
-1,649
-13% -$68.6K 0.06% 162
2014
Q2 		$561K Hold
13,180
– – 0.07% 158
2014
Q1 		$544K Buy
13,180
+3,405
+35% +$139K 0.07% 158
2013
Q4 		$407K Buy
+9,775
New +$396K 0.06% 169

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Boston Financial Management's VEA Position: Q4 2024 in Review

Boston Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 13% in Q4 2024, selling an estimated $968K and leaving 134,762 shares worth $6.44M. The position accounts for 0.19% of the portfolio, ranked #90.

Boston Financial Management first reported a position in VEA in Q4 2013 and has held it in 36 quarters since. The position peaked at $10.9M in Q2 2022. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Boston Financial Management held 134,762 shares of Vanguard FTSE Developed Markets ETF worth $6.44M as of Q4 2024.
  • Boston Financial Management sold 19,285 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $968K.
  • Vanguard FTSE Developed Markets ETF made up 0.19% of Boston Financial Management's portfolio in Q4 2024, its #90 holding.
  • Boston Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 36 quarters since.
  • Boston Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $10.9M in Q2 2022.
  • 2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.