Catalyst Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Catalyst Private Wealth’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
2025 Q1	–	Sell	-4,224	Closed	-$202K	–	86
2024 Q4	$202K	Hold	4,224	–	–	0.09%	82
2024 Q3	$223K	Buy	4,224 +127	+3%	+$6.46K	0.11%	76
2024 Q2	$202K	Hold	4,097	–	–	0.11%	78
2024 Q1	$206K	Buy	+4,097	New	+$198K	0.11%	73
2023 Q4	–	Sell	-5,027	Closed	-$220K	–	82
2023 Q3	$220K	Buy	+5,027	New	+$230K	0.13%	68
2022 Q2	–	Sell	-4,958	Closed	-$238K	–	80
2022 Q1	$238K	Sell	4,958 -1,768	-26%	-$86K	0.12%	72
2021 Q4	$343K	Buy	6,726 +559	+9%	+$28.7K	0.15%	63
2021 Q3	$311K	Sell	6,167 -227	-4%	-$11.8K	0.13%	60
2021 Q2	$329K	Buy	6,394 +1,484	+30%	+$76.6K	0.18%	56
2021 Q1	$241K	Buy	4,910 +643	+15%	+$31.4K	0.17%	55
2020 Q4	$201K	Buy	4,267 +518	+14%	+$22.8K	0.18%	56
2020 Q3	$153K	Buy	+3,749	New	+$154K	0.15%	60

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Catalyst Private Wealth's VEA Position: Q1 2025 in Review

Catalyst Private Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 4,224 shares — an estimated $202K sold.

Catalyst Private Wealth first reported a position in VEA in Q3 2020 and held it in 12 quarters. The position peaked at $343K in Q4 2021. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

Catalyst Private Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
Catalyst Private Wealth sold 4,224 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $202K.
Catalyst Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and held it in 12 quarters.
Catalyst Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $343K in Q4 2021.
2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Catalyst Private Wealth's 13F filing for Q1 2025, filed 8 Apr 2025.