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Kiely Wealth Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kiely Wealth Advisory Group’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 		$22.2K Hold
440
– – 0.01% 155
2024
Q3 		$21.7K Hold
440
– – 0.01% 158
2024
Q2 		$21.4K Buy
440
+178
+68% +$8.86K 0.01% 146
2024
Q1 		$12.9K Hold
262
– – 0.01% 153
2023
Q4 		$12.4K Buy
+262
New +$11.7K 0.01% 152

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Kiely Wealth Advisory Group's VEA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2024 at 440 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #155.

Kiely Wealth Advisory Group first reported a position in VEA in Q4 2023 and has held it in 5 quarters since. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Kiely Wealth Advisory Group held 440 shares of Vanguard FTSE Developed Markets ETF worth $22.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2024.
  • Vanguard FTSE Developed Markets ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #155 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.