WealthOne’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WealthOne’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
2023 Q3	$214K	Hold	4,894	–	–	0.09%	79
2023 Q2	$226K	Hold	4,894	–	–	0.08%	97
2023 Q1	$221K	Sell	4,894 -345	-7%	-$15.4K	0.09%	100
2022 Q4	$220K	Buy	+5,239	New	+$212K	0.09%	107
2022 Q2	–	Sell	-4,851	Closed	-$233K	–	139
2022 Q1	$233K	Buy	4,851 +753	+18%	+$36.6K	0.08%	110
2021 Q4	$209K	Buy	4,098 +119	+3%	+$6.11K	0.07%	108
2021 Q3	$201K	Hold	3,979	–	–	0.08%	130
2021 Q2	$205K	Buy	+3,979	New	+$205K	0.08%	123
2019 Q1	–	Sell	-4,207	Closed	-$156K	–	544
2018 Q4	$156K	Buy	+4,207	New	+$167K	0.14%	88

Other funds holding VEA

Bank of America

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

Creative Planning

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return