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Corepath Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Corepath Wealth Partners’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
Q1 		– Sell
-4,330
Closed -$204K – 38
2023
Q4 		$204K Buy
+4,330
New +$194K 0.11% 40
2023
Q3 		– Sell
-6,975
Closed -$329K – 41
2023
Q2 		$329K Buy
+6,975
New +$321K 0.19% 31

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corepath Wealth Partners's VEA Position: Q1 2024 in Review

Corepath Wealth Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 4,330 shares — an estimated $204K sold.

Corepath Wealth Partners first reported a position in VEA in Q2 2023 and held it in 2 quarters. The position peaked at $329K in Q2 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Corepath Wealth Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Corepath Wealth Partners sold 4,330 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $204K.
  • Corepath Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and held it in 2 quarters.
  • Corepath Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $329K in Q2 2023.
  • 2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Corepath Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.