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

Waterway 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 		– Sell
-18,173
Closed -$960K – 78
2024
Q3 		$960K Buy
+18,173
New +$924K 0.41% 25
2024
Q1 		– Sell
-13,589
Closed -$651K – 76
2023
Q4 		$651K Buy
+13,589
New +$608K 0.27% 24

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

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

Waterway Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 18,173 shares — an estimated $960K sold.

Waterway Wealth Management first reported a position in VEA in Q4 2023 and held it in 2 quarters. The position peaked at $960K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Waterway Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Waterway Wealth Management sold 18,173 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $960K.
  • Waterway Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 2 quarters.
  • Waterway Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $960K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Waterway Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.