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Fortem Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Fortem Financial Group’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
Q2 		– Sell
-4,059
Closed -$206K – 196
2025
Q1 		$206K Buy
+4,059
New +$205K 0.08% 177
2024
Q4 		– Sell
-3,835
Closed -$203K – 179
2024
Q3 		$203K Sell
3,835
-221
-5% -$11.2K 0.08% 168
2024
Q2 		$200K Buy
+4,056
New +$202K 0.09% 162

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Creative Planning
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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Fortem Financial Group's VEA Position: Q2 2025 in Review

Fortem Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025, closing a stake of 4,059 shares — an estimated $206K sold.

Fortem Financial Group first reported a position in VEA in Q2 2024 and held it in 3 quarters. The position peaked at $206K in Q1 2025. 2,543 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Fortem Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 4,059 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $206K.
  • Fortem Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and held it in 3 quarters.
  • Fortem Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $206K in Q1 2025.
  • 2,543 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.