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Fortis Group Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Fortis Group Advisors’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
-4,405
Closed -$233K – 522
2024
Q3 		$233K Buy
4,405
+136
+3% +$6.92K 0.04% 170
2024
Q2 		$211K Buy
+4,269
New +$212K 0.04% 175

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 $1.88B AUM 29.07% 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

Fortis Group Advisors's VEA Position: Q4 2024 in Review

Fortis Group Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 4,405 shares — an estimated $233K sold.

Fortis Group Advisors first reported a position in VEA in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q3 2024. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Fortis Group Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 4,405 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $233K.
  • Fortis Group Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and held it in 2 quarters.
  • Fortis Group Advisors's Vanguard FTSE Developed Markets ETF position peaked at $233K in Q3 2024.
  • 2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Fortis Group Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.