Winthrop Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Winthrop Advisory Group’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
2026 Q1	$216K	Buy	3,378 +2	+0.1%	+$132	0.02%	179
2025 Q4	$211K	Sell	3,376 -337	-9%	-$20.6K	0.02%	180
2025 Q3	$222K	Sell	3,713 -35	-0.9%	-$2.04K	0.02%	172
2025 Q2	$214K	Buy	+3,748	New	+$201K	0.02%	167
2024 Q1	–	Sell	-4,950	Closed	-$237K	–	146
2023 Q4	$237K	Buy	+4,950	New	+$222K	0.04%	122
2023 Q1	–	Sell	-5,525	Closed	-$232K	–	132
2022 Q4	$232K	Buy	+5,525	New	+$224K	0.04%	110

Other funds holding VEA

Bank of America

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies

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