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

Kelleher Financial 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 Q1	$136K	Hold	2,116	–	–	0.03%	245
2025 Q4	$132K	Hold	2,116	–	–	0.03%	269
2025 Q3	$127K	Sell	2,116 -8,249	-80%	-$481K	0.03%	228
2025 Q2	$591K	Hold	10,365	–	–	0.21%	68
2025 Q1	$527K	Hold	10,365	–	–	0.21%	66
2024 Q4	$496K	Hold	10,365	–	–	0.19%	74
2024 Q3	$547K	Hold	10,365	–	–	0.21%	62
2024 Q2	$512K	Hold	10,365	–	–	0.21%	64
2024 Q1	$520K	Hold	10,365	–	–	0.22%	66
2023 Q4	$496K	Hold	10,365	–	–	0.23%	61
2023 Q3	$453K	Hold	10,365	–	–	0.23%	62
2023 Q2	$479K	Hold	10,365	–	–	0.28%	66
2023 Q1	$468K	Buy	+10,365	New	+$462K	0.31%	60

Other funds holding VEA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return