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

VitalStone Financial’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	$73.9K	Sell	1,400 -5,347	-79%	-$272K	0.05%	155
2024 Q2	$333K	Sell	6,747 -530	-7%	-$26.4K	0.24%	82
2024 Q1	$365K	Buy	7,277 +6,287	+635%	+$304K	0.28%	57
2023 Q4	$47K	Buy	990 +361	+57%	+$16.2K	0.04%	161
2023 Q3	$28K	Hold	629	–	–	0.02%	173
2023 Q2	$28K	Buy	+629	New	+$28.9K	0.02%	455
2023 Q1	–	Sell	-597	Closed	-$25K	–	520
2022 Q4	$25K	Buy	+597	New	+$24.2K	0.02%	239

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

VitalStone Financial's VEA Position: Q3 2024 in Review

VitalStone Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 79% in Q3 2024, selling an estimated $272K and leaving 1,400 shares worth $73.9K. The position accounts for 0.05% of the portfolio, ranked #155.

VitalStone Financial first reported a position in VEA in Q4 2022 and has held it in 7 quarters since. The position peaked at $365K in Q1 2024. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

VitalStone Financial held 1,400 shares of Vanguard FTSE Developed Markets ETF worth $73.9K as of Q3 2024.
VitalStone Financial sold 5,347 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $272K.
Vanguard FTSE Developed Markets ETF made up 0.05% of VitalStone Financial's portfolio in Q3 2024, its #155 holding.
VitalStone Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's Vanguard FTSE Developed Markets ETF position peaked at $365K in Q1 2024.
2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.