Family Investment Center’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Family Investment Center’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 Q3	–	Sell	-6,957	Closed	-$344K	–	89
2024 Q2	$344K	Sell	6,957 -10	-0.1%	-$498	0.1%	53
2024 Q1	$350K	Sell	6,967 -446	-6%	-$21.5K	0.11%	51
2023 Q4	$355K	Buy	7,413 +479	+7%	+$21.4K	0.18%	42
2023 Q3	$303K	Buy	6,934 +30	+0.4%	+$1.37K	0.18%	42
2023 Q2	$319K	Buy	6,904 +242	+4%	+$11.1K	0.2%	38
2023 Q1	$301K	Buy	6,662 +821	+14%	+$36.6K	0.21%	37
2022 Q4	$245K	Buy	+5,841	New	+$237K	0.18%	41

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Family Investment Center's VEA Position: Q3 2024 in Review

Family Investment Center sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 6,957 shares — an estimated $344K sold.

Family Investment Center first reported a position in VEA in Q4 2022 and held it in 7 quarters. The position peaked at $355K in Q4 2023. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

Family Investment Center reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
Family Investment Center sold 6,957 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $344K.
Family Investment Center first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 7 quarters.
Family Investment Center's Vanguard FTSE Developed Markets ETF position peaked at $355K in Q4 2023.
2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Family Investment Center's 13F filing for Q3 2024, filed 24 Oct 2024.