Arrow Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Arrow Financial’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 Q1	–	Sell	-380	Closed	-$16K	–	335
2022 Q4	$16K	Hold	380	–	–	﹤0.01%	267
2022 Q3	$14K	Sell	380 -612	-62%	-$24.9K	﹤0.01%	273
2022 Q2	$40K	Buy	+992	New	+$44.1K	0.01%	217
2019 Q2	–	Sell	-4,772	Closed	-$195K	–	357
2019 Q1	$195K	Hold	4,772	–	–	0.05%	172
2018 Q4	$177K	Sell	4,772 -1,921	-29%	-$76.1K	0.05%	160
2018 Q3	$289K	Sell	6,693 -1,171	-15%	-$50.5K	0.06%	155
2018 Q2	$337K	Buy	7,864 +581	+8%	+$25.9K	0.08%	146
2018 Q1	$322K	Buy	+7,283	New	+$330K	0.07%	146

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arrow Financial's VEA Position: Q1 2023 in Review

Arrow Financial sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 380 shares — an estimated $16K sold.

Arrow Financial first reported a position in VEA in Q1 2018 and held it in 8 quarters. The position peaked at $337K in Q2 2018. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Arrow Financial reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Arrow Financial sold 380 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $16K.
Arrow Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 8 quarters.
Arrow Financial's Vanguard FTSE Developed Markets ETF position peaked at $337K in Q2 2018.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Arrow Financial's 13F filing for Q1 2023, filed 3 May 2023.