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

Aevitas 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 Q4	$325K	Buy	7,753 +57	+0.7%	+$2.31K	0.19%	90
2022 Q3	$280K	Buy	7,696 +15	+0.2%	+$611	0.21%	93
2022 Q2	$313K	Sell	7,681 -166	-2%	-$7.38K	0.21%	91
2022 Q1	$377K	Sell	7,847 -666	-8%	-$32.4K	0.23%	88
2021 Q4	$435K	Sell	8,513 -159	-2%	-$8.16K	0.26%	88
2021 Q3	$438K	Buy	8,672 +23	+0.3%	+$1.2K	0.28%	88
2021 Q2	$446K	Buy	8,649 +47	+0.5%	+$2.43K	0.28%	88
2021 Q1	$422K	Sell	8,602 -653	-7%	-$31.9K	0.29%	83
2020 Q4	$437K	Sell	9,255 -3,955	-30%	-$174K	0.32%	73
2020 Q3	$540K	Sell	13,210 -980	-7%	-$40.2K	0.44%	63
2020 Q2	$550K	Sell	14,190 -1,216	-8%	-$44.4K	0.51%	57
2020 Q1	$514K	Sell	15,406 -1,856	-11%	-$74.5K	0.58%	50
2019 Q4	$761K	Sell	17,262 -440	-2%	-$18.8K	0.72%	40
2019 Q3	$727K	Sell	17,702 -954	-5%	-$39K	0.73%	40
2019 Q2	$778K	Sell	18,656 -4,064	-18%	-$168K	0.78%	38
2019 Q1	$928K	Sell	22,720 -2,986	-12%	-$119K	0.83%	36
2018 Q4	$954K	Sell	25,706 -21,173	-45%	-$838K	0.98%	28
2018 Q3	$2.03M	Sell	46,879 -4,364	-9%	-$188K	1.84%	11
2018 Q2	$2.2M	Sell	51,243 -1,713	-3%	-$76.4K	2.14%	10
2018 Q1	$2.34M	Buy	52,956 +2,579	+5%	+$117K	2.34%	8
2017 Q4	$2.26M	Buy	+50,377	New	+$2.23M	2.14%	7

Other funds holding VEA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aevitas Wealth Management's VEA Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.74% in Q4 2022, buying an estimated $2.31K and bringing the position to 7,753 shares worth $325K. The position accounts for 0.19% of the portfolio, ranked #90.

Aevitas Wealth Management first reported a position in VEA in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.34M in Q1 2018. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Aevitas Wealth Management held 7,753 shares of Vanguard FTSE Developed Markets ETF worth $325K as of Q4 2022.
Aevitas Wealth Management bought 57 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $2.31K.
Vanguard FTSE Developed Markets ETF made up 0.19% of Aevitas Wealth Management's portfolio in Q4 2022, its #90 holding.
Aevitas Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.34M in Q1 2018.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.