FFWA
VEA icon

FRG Family Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-2,639
Closed -$128K – 351
2024
Q1 		$128K Buy
+2,639
New +$127K 0.03% 159
2021
Q2 		– Sell
-6,100
Closed -$300K – 138
2021
Q1 		$300K Buy
6,100
+8
+0.1% +$391 0.06% 115
2020
Q4 		$288K Buy
6,092
+15
+0.2% +$660 0.06% 114
2020
Q3 		$249K Buy
6,077
+10
+0.2% +$410 0.06% 116
2020
Q2 		$235K Buy
6,067
+8
+0.1% +$292 0.06% 113
2020
Q1 		$202K Buy
6,059
+7
+0.1% +$281 0.06% 110
2019
Q4 		$267K Buy
6,052
+17
+0.3% +$725 0.06% 111
2019
Q3 		$248K Buy
6,035
+11
+0.2% +$449 0.06% 114
2019
Q2 		$251K Sell
6,024
-333
-5% -$13.7K 0.07% 120
2019
Q1 		$260K Hold
6,357
– – 0.07% 114
2018
Q4 		$236K Sell
6,357
-482
-7% -$19.1K 0.08% 117
2018
Q3 		$296K Sell
6,839
-2,423
-26% -$104K 0.08% 128
2018
Q2 		$397K Sell
9,262
-2,190
-19% -$97.6K 0.12% 114
2018
Q1 		$507K Hold
11,452
– – 0.17% 103
2017
Q4 		$514K Buy
11,452
+2,301
+25% +$102K 0.17% 101
2017
Q3 		$397K Buy
+9,151
New +$388K 0.14% 113

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FRG Family Wealth Advisors's VEA Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 2,639 shares — an estimated $128K sold.

FRG Family Wealth Advisors first reported a position in VEA in Q3 2017 and held it in 16 quarters. The position peaked at $514K in Q4 2017. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 2,639 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $128K.
  • FRG Family Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and held it in 16 quarters.
  • FRG Family Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $514K in Q4 2017.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.