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

Legend 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
2024
Q3 		– Sell
-96
Closed -$4.74K – 272
2024
Q2 		$4.74K Hold
96
– – ﹤0.01% 192
2024
Q1 		$4.82K Hold
96
– – ﹤0.01% 158
2023
Q4 		$4.6K Hold
96
– – ﹤0.01% 152
2023
Q3 		$4.2K Hold
96
– – ﹤0.01% 166
2023
Q2 		$4.43K Sell
96
-457
-83% -$21K ﹤0.01% 181
2023
Q1 		$25K Hold
553
– – 0.02% 90
2022
Q4 		$23.2K Sell
553
-419
-43% -$17K 0.02% 106
2022
Q3 		$35.3K Buy
+972
New +$39.6K 0.03% 74

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Legend Financial Advisors's VEA Position: Q3 2024 in Review

Legend Financial Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 96 shares — an estimated $4.74K sold.

Legend Financial Advisors first reported a position in VEA in Q3 2022 and held it in 8 quarters. The position peaked at $35.3K in Q3 2022. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Legend Financial Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 96 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $4.74K.
  • Legend Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $35.3K in Q3 2022.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.