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

Partnership Wealth Management’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
-169
Closed -$8.91K – 179
2024
Q3 		$8.91K Sell
169
-49
-22% -$2.49K 0.01% 166
2024
Q2 		$10.8K Sell
218
-280
-56% -$13.9K 0.01% 192
2024
Q1 		$25K Buy
498
+3
+0.6% +$145 0.02% 170
2023
Q4 		$23.4K Buy
+495
New +$22.2K 0.02% 168

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Partnership Wealth Management's VEA Position: Q4 2024 in Review

Partnership Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 169 shares — an estimated $8.91K sold.

Partnership Wealth Management first reported a position in VEA in Q4 2023 and held it in 4 quarters. The position peaked at $25K in Q1 2024. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Partnership Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 169 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $8.91K.
  • Partnership Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $25K in Q1 2024.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.