Unionview LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Unionview LLC’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	$396K	Buy	8,272 +110	+1%	+$5.52K	0.29%	50
2024 Q3	$431K	Sell	8,162 -571	-7%	-$29K	0.34%	48
2024 Q2	$432K	Buy	8,733 +74	+0.9%	+$3.68K	0.35%	49
2024 Q1	$434K	Buy	8,659 +45	+0.5%	+$2.17K	0.36%	48
2023 Q4	$413K	Sell	8,614 -130	-1%	-$5.82K	0.37%	45
2023 Q3	$382K	Buy	8,744 +53	+0.6%	+$2.42K	0.36%	47
2023 Q2	$401K	Sell	8,691 -21	-0.2%	-$966	0.37%	48
2023 Q1	$394K	Buy	8,712 +812	+10%	+$36.2K	0.37%	50
2022 Q4	$332K	Sell	7,900 -527	-6%	-$21.3K	0.33%	56
2022 Q3	$306K	Sell	8,427 -2,377	-22%	-$96.9K	0.35%	54
2022 Q2	$441K	Sell	10,804 -32	-0.3%	-$1.42K	0.49%	43
2022 Q1	$520K	Buy	10,836 +2,347	+28%	+$114K	0.49%	41
2021 Q4	$433K	Buy	+8,489	New	+$436K	0.4%	47

Other funds holding VEA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Unionview LLC's VEA Position: Q4 2024 in Review

Unionview LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.3% in Q4 2024, buying an estimated $5.52K and bringing the position to 8,272 shares worth $396K. The position accounts for 0.29% of the portfolio, ranked #50.

Unionview LLC first reported a position in VEA in Q4 2021 and has held it in 13 quarters since. The position peaked at $520K in Q1 2022. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Unionview LLC held 8,272 shares of Vanguard FTSE Developed Markets ETF worth $396K as of Q4 2024.
Unionview LLC bought 110 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $5.52K.
Vanguard FTSE Developed Markets ETF made up 0.29% of Unionview LLC's portfolio in Q4 2024, its #50 holding.
Unionview LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's Vanguard FTSE Developed Markets ETF position peaked at $520K in Q1 2022.
2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.