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Ledge Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Ledge Wealth Management’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
2023
Q4 		$244K Buy
+5,084
New +$228K 0.09% 58
2023
Q3 		– Sell
-4,370
Closed -$202K – 62
2023
Q2 		$202K Buy
+4,370
New +$201K 0.1% 61

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $11.5B AUM 18.72% 1-Year Est. Return

Ledge Wealth Management's VEA Position: Q4 2023 in Review

Ledge Wealth Management opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023: 5,084 shares worth $244K. The stake represents 0.09% of the portfolio and ranks #58 among its holdings. This is a return to the name: Ledge Wealth Management previously reported a position in VEA as recently as Q2 2023.

Ledge Wealth Management first reported a position in VEA in Q2 2023 and has held it in 2 quarters since. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Ledge Wealth Management held 5,084 shares of Vanguard FTSE Developed Markets ETF worth $244K as of Q4 2023.
  • Vanguard FTSE Developed Markets ETF was a new Ledge Wealth Management position in Q4 2023.
  • Vanguard FTSE Developed Markets ETF made up 0.09% of Ledge Wealth Management's portfolio in Q4 2023, its #58 holding.
  • Ledge Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and has held it in 2 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.