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

Cadence 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	$221K	Sell	3,442 -710	-17%	-$46.9K	0.09%	55
2025 Q4	$259K	Sell	4,152 -384	-8%	-$23.5K	0.13%	52
2025 Q3	$272K	Buy	4,536 +154	+4%	+$8.97K	0.14%	51
2025 Q2	$250K	Buy	+4,382	New	+$235K	0.17%	47
2024 Q4	–	Sell	-4,340	Closed	-$229K	–	49
2024 Q3	$229K	Sell	4,340 -100	-2%	-$5.08K	0.19%	42
2024 Q2	$219K	Buy	4,440 +89	+2%	+$4.43K	0.15%	44
2024 Q1	$218K	Buy	4,351 +21	+0.5%	+$1.01K	0.22%	35
2023 Q4	$207K	Buy	+4,330	New	+$194K	0.16%	37

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