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EnRich Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-2,403
Closed -$115K – 204
2024
Q4 		$115K Hold
2,403
– – 0.04% 71
2024
Q3 		$127K Buy
2,403
+1,603
+200% +$81.5K 0.04% 66
2024
Q2 		$39.6K Hold
800
– – 0.01% 115
2024
Q1 		$40.2K Buy
+800
New +$38.6K 0.02% 103

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WI
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EnRich Financial Partners's VEA Position: Q1 2025 in Review

EnRich Financial Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 2,403 shares — an estimated $115K sold.

EnRich Financial Partners first reported a position in VEA in Q1 2024 and held it in 4 quarters. The position peaked at $127K in Q3 2024. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • EnRich Financial Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 2,403 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $115K.
  • EnRich Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $127K in Q3 2024.
  • 2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.