Berkeley Inc’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Berkeley Inc’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	-5,559	Closed	-$243K	–	81
2023 Q3	$243K	Sell	5,559 -1,040	-16%	-$47.6K	0.17%	70
2023 Q2	$305K	Buy	6,599 +75	+1%	+$3.45K	0.21%	66
2023 Q1	$295K	Sell	6,524 -357	-5%	-$15.9K	0.21%	64
2022 Q4	$289K	Buy	6,881 +1	+0%	+$41	0.22%	63
2022 Q3	$250K	Sell	6,880 -4,813	-41%	-$196K	0.21%	68
2022 Q2	$477K	Sell	11,693 -31,031	-73%	-$1.38M	0.38%	55
2022 Q1	$2.05M	Sell	42,724 -5,353	-11%	-$260K	1.43%	21
2021 Q4	$2.45M	Sell	48,077 -978	-2%	-$50.2K	1.63%	20
2021 Q3	$2.48M	Sell	49,055 -1,168	-2%	-$60.7K	1.82%	20
2021 Q2	$2.59M	Buy	50,223 +590	+1%	+$30.5K	1.85%	21
2021 Q1	$2.44M	Buy	49,633 +9,339	+23%	+$456K	1.81%	21
2020 Q4	$1.9M	Buy	+40,294	New	+$1.77M	1.54%	21

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Berkeley Inc's VEA Position: Q4 2023 in Review

Berkeley Inc sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 5,559 shares — an estimated $243K sold.

Berkeley Inc first reported a position in VEA in Q4 2020 and held it in 12 quarters. The position peaked at $2.59M in Q2 2021. 2,127 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

Berkeley Inc reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
Berkeley Inc sold 5,559 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $243K.
Berkeley Inc first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 12 quarters.
Berkeley Inc's Vanguard FTSE Developed Markets ETF position peaked at $2.59M in Q2 2021.
2,127 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Berkeley Inc's 13F filing for Q4 2023, filed 4 Mar 2025.