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

Milestone Wealth’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
2022
Q3 		$36K Hold
981
– – 0.04% 126
2022
Q2 		$40K Hold
981
– – 0.04% 123
2022
Q1 		$50K Hold
981
– – 0.04% 137
2021
Q4 		$50K Buy
+981
New +$50.4K 0.04% 137

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Milestone Wealth's VEA Position: Q3 2022 in Review

Milestone Wealth held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2022 at 981 shares worth $36K. The position accounts for 0.04% of the portfolio, ranked #126.

Milestone Wealth first reported a position in VEA in Q4 2021 and has held it in 4 quarters since. The position peaked at $50K in Q1 2022. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Milestone Wealth held 981 shares of Vanguard FTSE Developed Markets ETF worth $36K as of Q3 2022.
  • Milestone Wealth left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2022.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #126 holding.
  • Milestone Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard FTSE Developed Markets ETF position peaked at $50K in Q1 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.