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

Mills Wealth 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 Q4	–	Sell	-12,951	Closed	-$684K	–	65
2024 Q3	$684K	Sell	12,951 -174	-1%	-$8.85K	0.47%	30
2024 Q2	$649K	Sell	13,125 -318	-2%	-$15.8K	0.46%	29
2024 Q1	$674K	Sell	13,443 -1,644	-11%	-$79.4K	0.5%	30
2023 Q4	$723K	Buy	15,087 +553	+4%	+$24.8K	0.55%	26
2023 Q3	$635K	Sell	14,534 -1,288	-8%	-$58.9K	0.51%	26
2023 Q2	$731K	Buy	15,822 +189	+1%	+$8.69K	0.56%	24
2023 Q1	$706K	Sell	15,633 -3,167	-17%	-$141K	0.57%	24
2022 Q4	$789K	Buy	+18,800	New	+$762K	0.71%	24

Other funds holding VEA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Mills Wealth Advisors's VEA Position: Q4 2024 in Review

Mills Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 12,951 shares — an estimated $684K sold.

Mills Wealth Advisors first reported a position in VEA in Q4 2022 and held it in 8 quarters. The position peaked at $789K in Q4 2022. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Mills Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
Mills Wealth Advisors sold 12,951 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $684K.
Mills Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 8 quarters.
Mills Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $789K in Q4 2022.
2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Mills Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.