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

Ameliora 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
2024 Q2	–	Sell	-42,374	Closed	-$2.13M	–	197
2024 Q1	$2.13M	Sell	42,374 -3,091	-7%	-$149K	0.96%	34
2023 Q4	$2.18M	Sell	45,465 -38,502	-46%	-$1.72M	1.08%	31
2023 Q3	$3.67M	Sell	83,967 -1,346	-2%	-$61.6K	2.18%	15
2023 Q2	$3.94M	Sell	85,313 -930	-1%	-$42.8K	2.43%	10
2023 Q1	$3.9M	Hold	86,243	–	–	2.27%	9
2022 Q4	$3.62M	Sell	86,243 -5,547	-6%	-$225K	1.94%	16
2022 Q3	$3.32M	Sell	91,790 -36,635	-29%	-$1.49M	1.8%	18
2022 Q2	$5.24M	Buy	128,425 +330	+0.3%	+$14.7K	6.2%	3
2022 Q1	$5.66M	Buy	128,095 +19,570	+18%	+$952K	3.72%	7
2021 Q4	$5.05M	Buy	+108,525	New	+$5.57M	4.62%	7

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

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

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

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

Ameliora Wealth Management's VEA Position: Q2 2024 in Review

Ameliora Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 42,374 shares — an estimated $2.13M sold.

Ameliora Wealth Management first reported a position in VEA in Q4 2021 and held it in 10 quarters. The position peaked at $5.66M in Q1 2022. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

Ameliora Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
Ameliora Wealth Management sold 42,374 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $2.13M.
Ameliora Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 10 quarters.
Ameliora Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $5.66M in Q1 2022.
2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Ameliora Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.