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

Bellwether 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	-1,489	Closed	-$54K	–	568
2022 Q3	$54K	Buy	+1,489	New	+$60.7K	0.02%	157
2021 Q1	–	Sell	-46	Closed	-$2K	–	425
2020 Q4	$2K	Buy	+46	New	+$2.02K	﹤0.01%	306

Other funds holding VEA

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 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

Bellwether Advisors's VEA Position: Q4 2022 in Review

Bellwether Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 1,489 shares — an estimated $54K sold.

Bellwether Advisors first reported a position in VEA in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q3 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Bellwether Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 1,489 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $54K.
Bellwether Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 2 quarters.
Bellwether Advisors's Vanguard FTSE Developed Markets ETF position peaked at $54K in Q3 2022.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.