Capstone Wealth Management Group (Pennsylvania)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$271K	Buy	4,231 +7	+0.2%	+$462	0.11%	80
2025 Q4	$264K	Buy	4,224 +69	+2%	+$4.23K	0.11%	70
2025 Q3	$249K	Buy	4,155 +20	+0.5%	+$1.17K	0.11%	67
2025 Q2	$236K	Buy	4,135 +32	+0.8%	+$1.71K	0.23%	49
2025 Q1	$209K	Buy	+4,103	New	+$208K	0.12%	67
2024 Q4	–	Sell	-4,024	Closed	-$213K	–	78
2024 Q3	$213K	Buy	+4,024	New	+$205K	0.13%	70
2022 Q3	–	Sell	-5,453	Closed	-$222K	–	61
2022 Q2	$222K	Buy	5,453 +70	+1%	+$3.11K	0.27%	57
2022 Q1	$259K	Sell	5,383 -6,661	-55%	-$324K	0.26%	61
2021 Q4	$615K	Buy	+12,044	New	+$618K	0.5%	41

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 $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 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