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

Heritage Oak 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
Q4 		– Sell
-6,829
Closed -$361K – 182
2024
Q3 		$361K Buy
+6,829
New +$347K 0.17% 91

Other funds holding VEA

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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

Heritage Oak Wealth Advisors's VEA Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 6,829 shares — an estimated $361K sold.

Heritage Oak Wealth Advisors first reported a position in VEA in Q3 2024 and held it in 1 quarter. The position peaked at $361K in Q3 2024. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 6,829 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $361K.
  • Heritage Oak Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $361K in Q3 2024.
  • 2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.