WR Wealth Planners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WR Wealth Planners’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	$51.9K	Sell	1,085 -5,188	-83%	-$261K	0.02%	319
2024 Q3	$331K	Sell	6,273 -665	-10%	-$33.8K	0.09%	138
2024 Q2	$343K	Sell	6,938 -353	-5%	-$17.6K	0.1%	122
2024 Q1	$366K	Sell	7,291 -323	-4%	-$15.6K	0.11%	119
2023 Q4	$365K	Sell	7,614 -469	-6%	-$21K	0.14%	131
2023 Q3	$353K	Buy	8,083 +302	+4%	+$13.8K	0.13%	122
2023 Q2	$359K	Buy	7,781 +6,491	+503%	+$299K	0.14%	117
2023 Q1	$58.3K	Buy	+1,290	New	+$57.5K	0.03%	299

Other funds holding VEA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

WR Wealth Planners's VEA Position: Q4 2024 in Review

WR Wealth Planners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 83% in Q4 2024, selling an estimated $261K and leaving 1,085 shares worth $51.9K. The position accounts for 0.02% of the portfolio, ranked #319.

WR Wealth Planners first reported a position in VEA in Q1 2023 and has held it in 8 quarters since. The position peaked at $366K in Q1 2024. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

WR Wealth Planners held 1,085 shares of Vanguard FTSE Developed Markets ETF worth $51.9K as of Q4 2024.
WR Wealth Planners sold 5,188 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $261K.
Vanguard FTSE Developed Markets ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #319 holding.
WR Wealth Planners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's Vanguard FTSE Developed Markets ETF position peaked at $366K in Q1 2024.
2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

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