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

SlateStone 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
2026 Q1	$388K	Hold	6,053	–	–	0.03%	233
2025 Q4	$378K	Hold	6,053	–	–	0.03%	238
2025 Q3	$363K	Buy	6,053 +225	+4%	+$13.1K	0.03%	237
2025 Q2	$332K	Sell	5,828 -25	-0.4%	-$1.34K	0.03%	241
2025 Q1	$298K	Sell	5,853 -35	-0.6%	-$1.77K	0.03%	241
2024 Q4	$282K	Hold	5,888	–	–	0.03%	253
2024 Q3	$311K	Sell	5,888 -155	-3%	-$7.88K	0.03%	243
2024 Q2	$299K	Sell	6,043 -125	-2%	-$6.22K	0.03%	241
2024 Q1	$309K	Buy	+6,168	New	+$298K	0.03%	233

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