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

BDO 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
2023 Q2	$8.77M	Sell	189,831 -15,198	-7%	-$699K	1.01%	20
2023 Q1	$9.26M	Buy	205,029 +1,862	+0.9%	+$82.9K	1.14%	20
2022 Q4	$8.53M	Sell	203,167 -7,742	-4%	-$314K	1.06%	22
2022 Q3	$7.67M	Sell	210,909 -9,189	-4%	-$374K	1.02%	22
2022 Q2	$8.98M	Buy	220,098 +1,091	+0.5%	+$48.5K	1.11%	18
2022 Q1	$10.5M	Buy	219,007 +27,087	+14%	+$1.32M	1.12%	20
2021 Q4	$9.8M	Sell	191,920 -306	-0.2%	-$15.7K	1.04%	20
2021 Q3	$9.71M	Buy	192,226 +10,296	+6%	+$536K	1.07%	19
2021 Q2	$9.37M	Buy	181,930 +5,528	+3%	+$285K	1.04%	21
2021 Q1	$8.66M	Buy	176,402 +7,587	+4%	+$371K	1.02%	22
2020 Q4	$7.97M	Buy	168,815 +24,026	+17%	+$1.06M	1.12%	22
2020 Q3	$5.92M	Buy	144,789 +30,266	+26%	+$1.24M	0.96%	22
2020 Q2	$4.44M	Buy	114,523 +22,669	+25%	+$828K	0.78%	29
2020 Q1	$3.06M	Buy	91,854 +3,000	+3%	+$120K	0.62%	32
2019 Q4	$3.92M	Sell	88,854 -52,575	-37%	-$2.24M	1.01%	21
2019 Q3	$5.81M	Sell	141,429 -116	-0.1%	-$4.74K	1.49%	14
2019 Q2	$5.9M	Sell	141,545 -17,549	-11%	-$723K	1.61%	14
2019 Q1	$6.5M	Sell	159,094 -5,788	-4%	-$231K	1.89%	10
2018 Q4	$6.12M	Buy	164,882 +109,008	+195%	+$4.32M	2.11%	10
2018 Q3	$2.42M	Buy	55,874 +31,578	+130%	+$1.36M	0.78%	26
2018 Q2	$1.04M	Buy	24,296 +2,105	+9%	+$93.8K	0.35%	56
2018 Q1	$982K	Buy	22,191 +661	+3%	+$30K	0.37%	53
2017 Q4	$966K	Buy	21,530 +9,493	+79%	+$419K	0.43%	45
2017 Q3	$523K	Sell	12,037 -724	-6%	-$30.7K	0.26%	68
2017 Q2	$527K	Buy	+12,761	New	+$520K	0.23%	76

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 $424B AUM 22.94% 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

BDO Wealth Advisors's VEA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.4% in Q2 2023, selling an estimated $699K and leaving 189,831 shares worth $8.77M. The position accounts for 1.01% of the portfolio, ranked #20.

BDO Wealth Advisors first reported a position in VEA in Q2 2017 and has held it in 25 quarters since. The position peaked at $10.5M in Q1 2022. 1,930 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

BDO Wealth Advisors held 189,831 shares of Vanguard FTSE Developed Markets ETF worth $8.77M as of Q2 2023.
BDO Wealth Advisors sold 15,198 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $699K.
Vanguard FTSE Developed Markets ETF made up 1.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #20 holding.
BDO Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $10.5M in Q1 2022.
1,930 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.