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

Sugarloaf 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	$1.07M	Sell	22,355 -1,635	-7%	-$82.1K	0.2%	53
2024 Q3	$1.27M	Buy	23,990 +1,533	+7%	+$78K	0.24%	46
2024 Q2	$1.11M	Buy	22,457 +1,994	+10%	+$99.2K	0.22%	50
2024 Q1	$1.03M	Sell	20,463 -11,745	-36%	-$567K	0.21%	53
2023 Q4	$1.54M	Buy	32,208 +23,333	+263%	+$1.04M	0.37%	39
2023 Q3	$388K	Buy	8,875 +4,215	+90%	+$193K	0.1%	91
2023 Q2	$215K	Buy	4,660 +1,648	+55%	+$75.8K	0.05%	127
2023 Q1	$136K	Buy	3,012 +1,826	+154%	+$81.3K	0.03%	170
2022 Q4	$49.8K	Buy	+1,186	New	+$48K	0.01%	285
2021 Q1	–	Sell	-100	Closed	-$5K	–	788
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	560
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	555
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	556
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	578
2019 Q4	$4K	Buy	+100	New	+$4.26K	﹤0.01%	581

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Sugarloaf Wealth Management's VEA Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.8% in Q4 2024, selling an estimated $82.1K and leaving 22,355 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #53.

Sugarloaf Wealth Management first reported a position in VEA in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2023. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Sugarloaf Wealth Management held 22,355 shares of Vanguard FTSE Developed Markets ETF worth $1.07M as of Q4 2024.
Sugarloaf Wealth Management sold 1,635 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $82.1K.
Vanguard FTSE Developed Markets ETF made up 0.2% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #53 holding.
Sugarloaf Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 14 quarters since.
Sugarloaf Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.54M in Q4 2023.
2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.