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RFP Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-2,078
Closed -$103K – 767
2024
Q2 		$103K Sell
2,078
-410
-16% -$20.4K 0.04% 158
2024
Q1 		$125K Hold
2,488
– – 0.05% 129
2023
Q4 		$119K Buy
+2,488
New +$111K 0.05% 123

Other funds holding VEA

Bank of America
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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

RFP Financial Group's VEA Position: Q3 2024 in Review

RFP Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 2,078 shares — an estimated $103K sold.

RFP Financial Group first reported a position in VEA in Q4 2023 and held it in 3 quarters. The position peaked at $125K in Q1 2024. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • RFP Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 2,078 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $103K.
  • RFP Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $125K in Q1 2024.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.