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Aurora Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Aurora Private Wealth’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
Q4 		– Sell
-4,996
Closed -$218K – 170
2023
Q3 		$218K Buy
4,996
+214
+4% +$9.79K 0.24% 118
2023
Q2 		$221K Sell
4,782
-78
-2% -$3.59K 0.25% 115
2023
Q1 		$220K Buy
4,860
+93
+2% +$4.14K 0.23% 131
2022
Q4 		$200K Sell
4,767
-11,067
-70% -$448K 0.23% 135
2022
Q3 		$576K Buy
15,834
+361
+2% +$14.7K 0.27% 63
2022
Q2 		$631K Sell
15,473
-113
-0.7% -$5.02K 0.28% 64
2022
Q1 		$749K Buy
15,586
+1,970
+14% +$95.9K 0.31% 61
2021
Q4 		$695K Buy
13,616
+1,160
+9% +$59.6K 0.3% 62
2021
Q3 		$629K Buy
+12,456
New +$648K 0.26% 79
2021
Q2 		– Sell
-12,500
Closed -$614K – 224
2021
Q1 		$614K Sell
12,500
-2,354
-16% -$115K 0.25% 83
2020
Q4 		$701K Buy
14,854
+383
+3% +$16.8K 0.3% 73
2020
Q3 		$592K Buy
14,471
+258
+2% +$10.6K 0.25% 76
2020
Q2 		$551K Sell
14,213
-11,337
-44% -$414K 0.25% 73
2020
Q1 		$852K Buy
25,550
+9,975
+64% +$400K 0.3% 76
2019
Q4 		$686K Buy
+15,575
New +$664K 0.24% 73

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Aurora Private Wealth's VEA Position: Q4 2023 in Review

Aurora Private Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 4,996 shares — an estimated $218K sold.

Aurora Private Wealth first reported a position in VEA in Q4 2019 and held it in 15 quarters. The position peaked at $852K in Q1 2020. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Aurora Private Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Aurora Private Wealth sold 4,996 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $218K.
  • Aurora Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 15 quarters.
  • Aurora Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $852K in Q1 2020.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Aurora Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.