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

New Wave 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
2025
Q1 		– Sell
-107
Closed -$5.12K – 651
2024
Q4 		$5.12K Sell
107
-6,722
-98% -$338K ﹤0.01% 438
2024
Q3 		$361K Buy
6,829
+1,576
+30% +$80.1K 0.17% 91
2024
Q2 		$260K Buy
+5,253
New +$261K 0.14% 114

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

New Wave Wealth Advisors's VEA Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 107 shares — an estimated $5.12K sold.

New Wave Wealth Advisors first reported a position in VEA in Q2 2024 and held it in 3 quarters. The position peaked at $361K in Q3 2024. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 107 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $5.12K.
  • New Wave Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and held it in 3 quarters.
  • New Wave Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $361K in Q3 2024.
  • 2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.