One Charles Private Wealth Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

One Charles Private Wealth Services’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
2026 Q2	$387K	Buy	5,437 +1,228	+29%	+$85.5K	0.09%	115
2026 Q1	$270K	Hold	4,209	–	–	0.07%	136
2025 Q4	$263K	Hold	4,209	–	–	0.07%	135
2025 Q3	$252K	Hold	4,209	–	–	0.07%	140
2025 Q2	$240K	Hold	4,209	–	–	0.07%	140
2025 Q1	$214K	Hold	4,209	–	–	0.07%	131
2024 Q4	$201K	Hold	4,209	–	–	0.07%	147
2024 Q3	$222K	Hold	4,209	–	–	0.08%	138
2024 Q2	$208K	Sell	4,209 -1,515	-26%	-$75.4K	0.09%	139
2024 Q1	$287K	Buy	5,724 +124	+2%	+$5.99K	0.13%	115
2023 Q4	$268K	Buy	+5,600	New	+$251K	0.14%	111
2022 Q1	–	Sell	-7,058	Closed	-$360K	–	122
2021 Q4	$360K	Buy	+7,058	New	+$362K	0.21%	78

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return