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Stonehaven Wealth & Tax Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q1 		– Sell
-18,909
Closed -$904K – 89
2024
Q4 		$904K Buy
+18,909
New +$950K 0.98% 32

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Envestnet Asset Management
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Wells Fargo
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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's VEA Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 18,909 shares — an estimated $904K sold.

Stonehaven Wealth & Tax Solutions first reported a position in VEA in Q4 2024 and held it in 1 quarter. The position peaked at $904K in Q4 2024. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 18,909 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $904K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Vanguard FTSE Developed Markets ETF position peaked at $904K in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.