Sheets Smith Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sheets Smith Wealth Management’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	-4,173	Closed	-$220K	–	397
2024 Q3	$220K	Sell	4,173 -2,044	-33%	-$104K	0.03%	351
2024 Q2	$307K	Buy	+6,217	New	+$309K	0.04%	310
2022 Q2	–	Sell	-9,683	Closed	-$465K	–	347
2022 Q1	$465K	Buy	9,683 +144	+2%	+$7.01K	0.06%	225
2021 Q4	$487K	Buy	9,539 +674	+8%	+$34.6K	0.06%	237
2021 Q3	$448K	Buy	8,865 +2,723	+44%	+$142K	0.06%	232
2021 Q2	$316K	Buy	+6,142	New	+$317K	0.04%	296

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Sheets Smith Wealth Management's VEA Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 4,173 shares — an estimated $220K sold.

Sheets Smith Wealth Management first reported a position in VEA in Q2 2021 and held it in 6 quarters. The position peaked at $487K in Q4 2021. 2,405 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Sheets Smith Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,173 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $220K.
Sheets Smith Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and held it in 6 quarters.
Sheets Smith Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $487K in Q4 2021.
2,405 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.