Centerpoint Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Centerpoint Advisors’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 Q2	–	Sell	-117	Closed	-$6K	–	435
2025 Q1	$6K	Hold	117	–	–	﹤0.01%	344
2024 Q4	$6K	Hold	117	–	–	﹤0.01%	375
2024 Q3	$6K	Hold	117	–	–	﹤0.01%	387
2024 Q2	$6K	Hold	117	–	–	﹤0.01%	374
2024 Q1	$6K	Hold	117	–	–	﹤0.01%	354
2023 Q4	$6K	Sell	117 -10,040	-99%	-$449K	﹤0.01%	353
2023 Q3	$444K	Buy	10,157 +117	+1%	+$5.35K	0.19%	52
2023 Q2	$464K	Buy	10,040 +40	+0.4%	+$1.84K	0.19%	50
2023 Q1	$452K	Hold	10,000	–	–	0.2%	48
2022 Q4	$420K	Hold	10,000	–	–	0.2%	49
2022 Q3	$364K	Hold	10,000	–	–	0.19%	49
2022 Q2	$408K	Hold	10,000	–	–	0.21%	50
2022 Q1	$480K	Hold	10,000	–	–	0.22%	49
2021 Q4	$511K	Sell	10,000 -13	-0.1%	-$667	0.22%	46
2021 Q3	$506K	Hold	10,013	–	–	0.24%	44
2021 Q2	$516K	Buy	+10,013	New	+$517K	0.24%	44

Other funds holding VEA

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Centerpoint Advisors's VEA Position: Q2 2025 in Review

Centerpoint Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025, closing a stake of 117 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in VEA in Q2 2021 and held it in 16 quarters. The position peaked at $516K in Q2 2021. 2,543 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

Centerpoint Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
Centerpoint Advisors sold 117 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $6K.
Centerpoint Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and held it in 16 quarters.
Centerpoint Advisors's Vanguard FTSE Developed Markets ETF position peaked at $516K in Q2 2021.
2,543 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.