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

Curated 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
2026 Q2	–	Sell	-21,906	Closed	-$1.4M	–	892
2026 Q1	$1.4M	Sell	21,906 -2,609	-11%	-$172K	0.18%	42
2025 Q4	$1.53M	Buy	24,515 +2,637	+12%	+$162K	0.17%	45
2025 Q3	$1.31M	Sell	21,878 -478	-2%	-$27.9K	0.16%	46
2025 Q2	$1.27M	Buy	22,356 +14	+0.1%	+$750	0.15%	41
2025 Q1	$1.14M	Sell	22,342 -13,458	-38%	-$681K	0.15%	43
2024 Q4	$1.71M	Buy	+35,800	New	+$1.8M	0.2%	31

Other funds holding VEA

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return