Retirement Capital Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Retirement Capital Strategies’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
2025 Q2	–	Sell	-19,395	Closed	-$986K	–	82
2025 Q1	$986K	Buy	+19,395	New	+$981K	0.38%	45
2020 Q1	–	Sell	-32,714	Closed	-$1.44M	–	55
2019 Q4	$1.44M	Sell	32,714 -1,365	-4%	-$58.2K	0.69%	22
2019 Q3	$1.4M	Sell	34,079 -639	-2%	-$26.1K	0.7%	21
2019 Q2	$1.45M	Buy	34,718 +2,284	+7%	+$94.1K	0.72%	21
2019 Q1	$1.33M	Buy	32,434 +908	+3%	+$36.3K	0.67%	23
2018 Q4	$1.17M	Buy	31,526 +23,129	+275%	+$916K	0.66%	22
2018 Q3	$363K	Buy	+8,397	New	+$362K	0.18%	31

Other funds holding VEA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Retirement Capital Strategies's VEA Position: Q2 2025 in Review

Retirement Capital Strategies sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025, closing a stake of 19,395 shares — an estimated $986K sold.

Retirement Capital Strategies first reported a position in VEA in Q3 2018 and held it in 7 quarters. The position peaked at $1.45M in Q2 2019. 2,543 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

Retirement Capital Strategies reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
Retirement Capital Strategies sold 19,395 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $986K.
Retirement Capital Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 7 quarters.
Retirement Capital Strategies's Vanguard FTSE Developed Markets ETF position peaked at $1.45M in Q2 2019.
2,543 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.