Circle Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Circle Wealth Management, LLC
- $5.12 Billion
- Q3 2025
A detailed history of Circle Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Circle Wealth Management, LLC holds 3,823 shares of VEA stock, worth $234,426. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,823
Previous 3,823
-0.0%
Holding current value
$234,426
Previous $217,000
5.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VEA
# of Institutions
2,897Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio