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Dogwood Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Dogwood Wealth Management’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
Q4 		– Sell
-47
Closed -$2.5K – 293
2024
Q3 		$2.5K Sell
47
-1
-2% -$51 ﹤0.01% 176
2024
Q2 		$2.36K Buy
48
+6
+14% +$299 ﹤0.01% 214
2024
Q1 		$2.13K Sell
42
-21
-33% -$1.01K ﹤0.01% 214
2023
Q4 		$3.02K Buy
+63
New +$2.82K ﹤0.01% 189

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Dogwood Wealth Management's VEA Position: Q4 2024 in Review

Dogwood Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 47 shares — an estimated $2.5K sold.

Dogwood Wealth Management first reported a position in VEA in Q4 2023 and held it in 4 quarters. The position peaked at $3.02K in Q4 2023. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Dogwood Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 47 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $2.5K.
  • Dogwood Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 4 quarters.
  • Dogwood Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $3.02K in Q4 2023.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Dogwood Wealth Management's 13F filing for Q4 2024, filed 4 Mar 2025.