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

Regimen Wealth’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
Q1 		– Sell
-5,166
Closed -$247K – 68
2023
Q4 		$247K Buy
+5,166
New +$231K 0.09% 55

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regimen Wealth's VEA Position: Q1 2024 in Review

Regimen Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 5,166 shares — an estimated $247K sold.

Regimen Wealth first reported a position in VEA in Q4 2023 and held it in 1 quarter. The position peaked at $247K in Q4 2023. 2,153 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Regimen Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Regimen Wealth sold 5,166 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $247K.
  • Regimen Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 1 quarter.
  • Regimen Wealth's Vanguard FTSE Developed Markets ETF position peaked at $247K in Q4 2023.
  • 2,153 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Regimen Wealth's 13F filing for Q1 2024, filed 14 May 2024.