Adams Chetwood Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$275K	Sell	5,720 -17	-0.3%	-$827	0.16%	72
2021 Q4	$293K	Buy	5,737 +185	+3%	+$9.5K	0.2%	64
2021 Q3	$280K	Buy	5,552 +89	+2%	+$4.63K	0.2%	68
2021 Q2	$281K	Buy	5,463 +160	+3%	+$8.26K	0.2%	69
2021 Q1	$260K	Sell	5,303 -42	-0.8%	-$2.05K	0.2%	69
2020 Q4	$252K	Buy	5,345 +73	+1%	+$3.21K	0.21%	70
2020 Q3	$216K	Buy	+5,272	New	+$216K	0.21%	68

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Adams Chetwood Wealth Management's VEA Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.3% in Q1 2022, selling an estimated $827 and leaving 5,720 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #72.

Adams Chetwood Wealth Management first reported a position in VEA in Q3 2020 and has held it in 7 quarters since. The position peaked at $293K in Q4 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Adams Chetwood Wealth Management held 5,720 shares of Vanguard FTSE Developed Markets ETF worth $275K as of Q1 2022.
Adams Chetwood Wealth Management sold 17 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $827.
Vanguard FTSE Developed Markets ETF made up 0.16% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #72 holding.
Adams Chetwood Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 7 quarters since.
Adams Chetwood Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $293K in Q4 2021.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.