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

TrinityPoint 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
2024
Q4 		$309K Buy
+6,454
New +$324K 0.04% 265
2019
Q2 		– Sell
-63,608
Closed -$2.6M – 186
2019
Q1 		$2.6M Sell
63,608
-7,700
-11% -$308K 1.28% 16
2018
Q4 		$2.65M Buy
+71,308
New +$2.82M 1.63% 11

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TrinityPoint Wealth's VEA Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024: 6,454 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #265 among its holdings. This is a return to the name: TrinityPoint Wealth previously reported a position in VEA as recently as Q1 2019.

TrinityPoint Wealth first reported a position in VEA in Q4 2018 and has held it in 3 quarters since. The position peaked at $2.65M in Q4 2018. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • TrinityPoint Wealth held 6,454 shares of Vanguard FTSE Developed Markets ETF worth $309K as of Q4 2024.
  • Vanguard FTSE Developed Markets ETF was a new TrinityPoint Wealth position in Q4 2024.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #265 holding.
  • TrinityPoint Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • TrinityPoint Wealth's Vanguard FTSE Developed Markets ETF position peaked at $2.65M in Q4 2018.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.