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Personal CFO Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Personal CFO Solutions’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
-13,229
Closed -$699K – 603
2024
Q3 		$699K Buy
13,229
+431
+3% +$21.9K 0.1% 200
2024
Q2 		$632K Buy
12,798
+1,265
+11% +$62.9K 0.1% 200
2024
Q1 		$579K Buy
11,533
+627
+6% +$30.3K 0.09% 217
2023
Q4 		$522K Buy
10,906
+1,441
+15% +$64.5K 0.09% 215
2023
Q3 		$414K Buy
9,465
+3,209
+51% +$147K 0.08% 234
2023
Q2 		$289K Sell
6,256
-3,456
-36% -$159K 0.06% 341
2023
Q1 		$439K Buy
9,712
+83
+0.9% +$3.7K 0.09% 217
2022
Q4 		$404K Sell
9,629
-540
-5% -$21.9K 0.09% 223
2022
Q3 		$370K Buy
10,169
+894
+10% +$36.4K 0.09% 211
2022
Q2 		$378K Buy
9,275
+4,326
+87% +$192K 0.09% 212
2022
Q1 		$238K Buy
4,949
+31
+0.6% +$1.51K 0.05% 396
2021
Q4 		$251K Buy
4,918
+218
+5% +$11.2K 0.05% 380
2021
Q3 		$237K Buy
+4,700
New +$244K 0.05% 380
2020
Q2 		– Sell
-6,846
Closed -$228K – 356
2020
Q1 		$228K Hold
6,846
– – 0.08% 215
2019
Q4 		$302K Sell
6,846
-580
-8% -$24.7K 0.09% 204
2019
Q3 		$305K Buy
+7,426
New +$303K 0.12% 195

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

Personal CFO Solutions's VEA Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 13,229 shares — an estimated $699K sold.

Personal CFO Solutions first reported a position in VEA in Q3 2019 and held it in 16 quarters. The position peaked at $699K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 13,229 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $699K.
  • Personal CFO Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and held it in 16 quarters.
  • Personal CFO Solutions's Vanguard FTSE Developed Markets ETF position peaked at $699K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.