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

HCR 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
2026 Q2	$2.74M	Buy	38,415 +5,041	+15%	+$351K	0.25%	65
2026 Q1	$2.14M	Sell	33,374 -2,723	-8%	-$180K	0.22%	68
2025 Q4	$2.25M	Buy	36,097 +4,950	+16%	+$303K	0.22%	71
2025 Q3	$1.88M	Buy	31,147 +1,086	+4%	+$63.3K	0.2%	73
2025 Q2	$1.71M	Buy	30,061 +892	+3%	+$47.8K	0.2%	71
2025 Q1	$1.48M	Buy	29,169 +685	+2%	+$34.7K	0.19%	77
2024 Q4	$1.36M	Buy	28,484 +2,392	+9%	+$120K	0.17%	84
2024 Q3	$1.38M	Buy	26,092 +845	+3%	+$43K	0.18%	87
2024 Q2	$1.25M	Sell	25,247 -669	-3%	-$33.3K	0.18%	81
2024 Q1	$1.3M	Sell	25,916 -2,395	-8%	-$116K	0.2%	78
2023 Q4	$1.36M	Buy	+28,311	New	+$1.27M	0.21%	74

Other funds holding VEA

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return