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Artemis Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Artemis Wealth Advisors’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 		– Sell
-3,688
Closed -$134K – 105
2022
Q3 		$134K Sell
3,688
-7
-0.2% -$285 0.04% 36
2022
Q2 		$109K Buy
3,695
+1,336
+57% +$59.4K 0.03% 51
2022
Q1 		$113K Buy
2,359
+4
+0.2% +$195 0.02% 23
2021
Q4 		$120K Buy
2,355
+35
+2% +$1.8K 0.01% 33
2021
Q3 		$117K Buy
2,320
+9
+0.4% +$468 0.02% 35
2021
Q2 		$119K Buy
2,311
+18
+0.8% +$929 0.02% 31
2021
Q1 		$113K Buy
2,293
+11
+0.5% +$537 0.02% 32
2020
Q4 		$108K Buy
2,282
+20
+0.9% +$880 0.02% 30
2020
Q3 		$92.5K Buy
2,262
+12
+0.5% +$492 0.02% 31
2020
Q2 		$87.3K Hold
2,250
– – 0.03% 18
2020
Q1 		$75K Hold
2,250
– – 0.03% 16
2019
Q4 		$99.1K Hold
2,250
– – 0.04% 20
2019
Q3 		$92.4K Hold
2,250
– – 0.04% 11
2019
Q2 		$93.8K Hold
2,250
– – 0.05% 12
2019
Q1 		$92K Hold
2,250
– – 0.05% 11
2018
Q4 		$83.5K Hold
2,250
– – 0.04% 23
2018
Q3 		$97.4K Hold
2,250
– – 0.05% 11
2018
Q2 		$96.5K Hold
2,250
– – 0.07% 11
2018
Q1 		$99.6K Hold
2,250
– – 0.08% 14
2017
Q4 		$101K Hold
2,250
– – 0.09% 13
2017
Q3 		$97.7K Buy
+2,250
New +$95.5K 0.09% 10

Other funds holding VEA

Bank of America
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
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

Artemis Wealth Advisors's VEA Position: Q4 2022 in Review

Artemis Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 3,688 shares — an estimated $134K sold.

Artemis Wealth Advisors first reported a position in VEA in Q3 2017 and held it in 21 quarters. The position peaked at $134K in Q3 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

  • Artemis Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Artemis Wealth Advisors sold 3,688 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $134K.
  • Artemis Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and held it in 21 quarters.
  • Artemis Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $134K in Q3 2022.
  • 1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Artemis Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.