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

Halpern Financial’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 		$16.1K Hold
308
– – ﹤0.01% 142
2024
Q2 		$15.2K Buy
+308
New +$15.3K ﹤0.01% 140
2023
Q4 		– Sell
-17,069
Closed -$746K – 272
2023
Q3 		$746K Buy
17,069
+8,800
+106% +$403K 0.26% 34
2023
Q2 		$382K Hold
8,269
– – 0.13% 34
2023
Q1 		$374K Sell
8,269
-1,537
-16% -$68.5K 0.13% 32
2022
Q4 		$412K Sell
9,806
-232
-2% -$9.4K 0.15% 33
2022
Q3 		$365K Sell
10,038
-12,118
-55% -$494K 0.14% 34
2022
Q2 		$904K Sell
22,156
-2,139
-9% -$95.1K 0.35% 27
2022
Q1 		$1.17M Buy
+24,295
New +$1.18M 0.43% 26

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

Halpern Financial's VEA Position: Q3 2024 in Review

Halpern Financial held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2024 at 308 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Halpern Financial first reported a position in VEA in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2022. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Halpern Financial held 308 shares of Vanguard FTSE Developed Markets ETF worth $16.1K as of Q3 2024.
  • Halpern Financial left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2024.
  • Vanguard FTSE Developed Markets ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #142 holding.
  • Halpern Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 9 quarters since.
  • Halpern Financial's Vanguard FTSE Developed Markets ETF position peaked at $1.17M in Q1 2022.
  • 2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.