Sweet Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sweet Financial Partners’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	$1.41M	Hold	26,781	–	–	0.31%	68
2024 Q2	$1.32M	Sell	26,781 -1	-0%	-$50	0.3%	68
2024 Q1	$1.34M	Sell	26,782 -11,874	-31%	-$573K	0.31%	70
2023 Q4	$1.85M	Buy	38,656 +12,368	+47%	+$554K	0.44%	49
2023 Q3	$1.15M	Hold	26,288	–	–	0.3%	66
2023 Q2	$1.21M	Hold	26,288	–	–	0.32%	65
2023 Q1	$1.19M	Hold	26,288	–	–	0.33%	58
2022 Q4	$1.1M	Hold	26,288	–	–	0.32%	51
2022 Q3	$956K	Hold	26,288	–	–	0.3%	50
2022 Q2	$1.07M	Hold	26,288	–	–	0.34%	40
2022 Q1	$1.26M	Buy	26,288 +88	+0.3%	+$4.28K	0.34%	36
2021 Q4	$1.34M	Buy	+26,200	New	+$1.35M	0.56%	26

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Sweet Financial Partners's VEA Position: Q3 2024 in Review

Sweet Financial Partners held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2024 at 26,781 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #68.

Sweet Financial Partners first reported a position in VEA in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.85M in Q4 2023. 2,209 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

Sweet Financial Partners held 26,781 shares of Vanguard FTSE Developed Markets ETF worth $1.41M as of Q3 2024.
Sweet Financial Partners left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2024.
Vanguard FTSE Developed Markets ETF made up 0.31% of Sweet Financial Partners's portfolio in Q3 2024, its #68 holding.
Sweet Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $1.85M in Q4 2023.
2,209 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.