Peterson Wealth Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Peterson 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 Q1	$217K	Hold	3,386	–	–	0.05%	123
2025 Q4	$212K	Buy	3,386 +3,384	+169,200%	+$207K	0.05%	113
2025 Q3	$203K	Sell	2 -3,384	-100%	-$197K	0.05%	122
2025 Q2	$193K	Hold	3,386	–	–	0.05%	120
2025 Q1	$172K	Hold	3,386	–	–	0.05%	125
2024 Q4	$162K	Hold	3,386	–	–	0.05%	127
2024 Q3	$179K	Buy	+3,386	New	+$172K	0.06%	129
2023 Q1	–	Sell	-290,856	Closed	-$12.2M	–	94
2022 Q4	$12.2M	Buy	+290,856	New	+$11.8M	6.99%	1
2022 Q2	–	Sell	-5,866	Closed	-$282K	–	92
2022 Q1	$282K	Buy	5,866 +3	+0.1%	+$146	0.17%	77
2021 Q4	$299K	Buy	+5,863	New	+$301K	0.2%	70

Other funds holding VEA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies

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