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

Biechele Royce 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
2024
Q2 		– Sell
-4,450
Closed -$224K – 62
2024
Q1 		$224K Sell
4,450
-296
-6% -$14.3K 0.07% 56
2023
Q4 		$227K Sell
4,746
-623
-12% -$27.9K 0.07% 60
2023
Q3 		$235K Sell
5,369
-850
-14% -$38.9K 0.09% 62
2023
Q2 		$288K Buy
6,219
+505
+9% +$23.2K 0.1% 53
2023
Q1 		$258K Buy
+5,714
New +$255K 0.1% 58

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Biechele Royce Advisors's VEA Position: Q2 2024 in Review

Biechele Royce Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 4,450 shares — an estimated $224K sold.

Biechele Royce Advisors first reported a position in VEA in Q1 2023 and held it in 5 quarters. The position peaked at $288K in Q2 2023. 2,158 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Biechele Royce Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Biechele Royce Advisors sold 4,450 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $224K.
  • Biechele Royce Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and held it in 5 quarters.
  • Biechele Royce Advisors's Vanguard FTSE Developed Markets ETF position peaked at $288K in Q2 2023.
  • 2,158 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Biechele Royce Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.