First Personal Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

First Personal Financial Services’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	$104K	Buy	1,971 +1,916	+3,484%	+$97.4K	0.02%	159
2024 Q2	$2.72K	Hold	55	–	–	﹤0.01%	324
2024 Q1	$2.76K	Hold	55	–	–	﹤0.01%	324
2023 Q4	$2.63K	Hold	55	–	–	﹤0.01%	351
2023 Q3	$2.4K	Hold	55	–	–	﹤0.01%	360
2023 Q2	$2.54K	Hold	55	–	–	﹤0.01%	357
2023 Q1	$2.48K	Buy	+55	New	+$2.45K	﹤0.01%	382
2021 Q4	–	Sell	-350	Closed	-$18K	–	371
2021 Q3	$18K	Hold	350	–	–	﹤0.01%	255
2021 Q2	$18K	Buy	+350	New	+$18.1K	﹤0.01%	262
2017 Q1	–	Sell	-395	Closed	-$14K	–	934
2016 Q4	$14K	Buy	+395	New	+$14.4K	﹤0.01%	632

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 $374B AUM 17.66% 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 $11.5B AUM 18.72% 1-Year Est. Return

First Personal Financial Services's VEA Position: Q3 2024 in Review

First Personal Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3,484% in Q3 2024, buying an estimated $97.4K and bringing the position to 1,971 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #159.

First Personal Financial Services first reported a position in VEA in Q4 2016 and has held it in 10 quarters since. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

First Personal Financial Services held 1,971 shares of Vanguard FTSE Developed Markets ETF worth $104K as of Q3 2024.
First Personal Financial Services bought 1,916 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $97.4K.
Vanguard FTSE Developed Markets ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #159 holding.
First Personal Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 10 quarters since.
2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.