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

WMG Financial Advisors’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	$218K	Sell	3,397 -1,136	-25%	-$75K	0.09%	89
2025 Q4	$283K	Sell	4,533 -962	-18%	-$58.9K	0.12%	84
2025 Q3	$329K	Buy	5,495 +67	+1%	+$3.9K	0.11%	131
2025 Q2	$309K	Sell	5,428 -187	-3%	-$10K	0.11%	123
2025 Q1	$285K	Sell	5,615 -8	-0.1%	-$405	0.12%	118
2024 Q4	$269K	Buy	5,623 +346	+7%	+$17.4K	0.12%	125
2024 Q3	$279K	Buy	5,277 +6	+0.1%	+$305	0.13%	121
2024 Q2	$260K	Sell	5,271 -165	-3%	-$8.21K	0.14%	118
2024 Q1	$273K	Buy	+5,436	New	+$263K	0.16%	102

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 $501B 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