New England Capital Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

New England Capital 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	-2	Closed	-$99	–	417
2024 Q2	$99	Buy	+2	New	+$100	﹤0.01%	389
2024 Q1	–	Sell	-2	Closed	-$96	–	419
2023 Q4	$96	Buy	+2	New	+$90	﹤0.01%	391
2023 Q2	–	Sell	-628	Closed	-$28.4K	–	442
2023 Q1	$28.4K	Buy	628 +2	+0.3%	+$89	0.02%	152
2022 Q4	$28.4K	Buy	+626	New	+$25.4K	0.02%	156

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

New England Capital Financial Advisors's VEA Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 2 shares — an estimated $99 sold.

New England Capital Financial Advisors first reported a position in VEA in Q4 2022 and held it in 4 quarters. The position peaked at $28.4K in Q4 2022. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

New England Capital Financial Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 2 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $99.
New England Capital Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 4 quarters.
New England Capital Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $28.4K in Q4 2022.
2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.