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AJ Wealth Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$1.29M Sell
27,998
-4,923
-15% -$226K 0.06% 115
2023
Q1 		$1.49M Buy
32,921
+3
+0% +$134 0.08% 103
2022
Q4 		$1.38M Buy
32,918
+19,249
+141% +$780K 0.07% 109
2022
Q3 		$497K Buy
13,669
+72
+0.5% +$2.93K 0.03% 179
2022
Q2 		$555K Sell
13,597
-1,385
-9% -$61.6K 0.03% 177
2022
Q1 		$720K Buy
14,982
+10
+0.1% +$487 0.04% 165
2021
Q4 		$764K Buy
14,972
+1,504
+11% +$77.2K 0.04% 158
2021
Q3 		$680K Buy
13,468
+1,227
+10% +$63.8K 0.04% 158
2021
Q2 		$631K Buy
12,241
+33
+0.3% +$1.7K 0.04% 160
2021
Q1 		$600K Buy
12,208
+148
+1% +$7.23K 0.04% 147
2020
Q4 		$569K Buy
12,060
+37
+0.3% +$1.63K 0.05% 136
2020
Q3 		$492K Buy
12,023
+4,122
+52% +$169K 0.05% 131
2020
Q2 		$306K Sell
7,901
-1,117
-12% -$40.8K 0.03% 157
2020
Q1 		$301K Sell
9,018
-44,493
-83% -$1.79M 0.04% 128
2019
Q4 		$2.36M Sell
53,511
-694
-1% -$29.6K 0.28% 35
2019
Q3 		$2.23M Buy
54,205
+1,071
+2% +$43.7K 0.29% 34
2019
Q2 		$2.22M Buy
53,134
+2,572
+5% +$106K 0.33% 33
2019
Q1 		$2.07M Buy
50,562
+333
+0.7% +$13.3K 0.34% 31
2018
Q4 		$1.86M Sell
50,229
-6,018
-11% -$238K 0.36% 32
2018
Q3 		$2.43M Buy
56,247
+5,872
+12% +$253K 0.45% 24
2018
Q2 		$2.16M Buy
50,375
+704
+1% +$31.4K 0.45% 25
2018
Q1 		$2.2M Buy
49,671
+8,437
+20% +$383K 0.52% 24
2017
Q4 		$1.85M Sell
41,234
-2,731
-6% -$121K 0.46% 29
2017
Q3 		$1.91M Hold
43,965
– – 0.62% 26
2017
Q2 		$1.82M Sell
43,965
-1,070
-2% -$43.6K 0.69% 22
2017
Q1 		$1.77M Sell
45,035
-995
-2% -$38.1K 0.77% 23
2016
Q4 		$1.68M Buy
+46,030
New +$1.68M 0.87% 24

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AJ Wealth Strategies's VEA Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 15% in Q2 2023, selling an estimated $226K and leaving 27,998 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #115.

AJ Wealth Strategies first reported a position in VEA in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.43M in Q3 2018. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

  • AJ Wealth Strategies held 27,998 shares of Vanguard FTSE Developed Markets ETF worth $1.29M as of Q2 2023.
  • AJ Wealth Strategies sold 4,923 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $226K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of AJ Wealth Strategies's portfolio in Q2 2023, its #115 holding.
  • AJ Wealth Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 27 quarters since.
  • AJ Wealth Strategies's Vanguard FTSE Developed Markets ETF position peaked at $2.43M in Q3 2018.
  • 1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.