Briggs Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Briggs Advisory Group’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 Q3	$4.55M	Sell	104,144 -774	-0.7%	-$35.4K	2.61%	10
2023 Q2	$4.85M	Sell	104,918 -996	-0.9%	-$45.8K	2.71%	10
2023 Q1	$4.78M	Sell	105,914 -360	-0.3%	-$16K	2.84%	9
2022 Q4	$4.46M	Buy	106,274 +25,624	+32%	+$1.04M	2.84%	9
2022 Q3	$2.93M	Buy	80,650 +25,478	+46%	+$1.04M	2.2%	10
2022 Q2	$2.25M	Buy	55,172 +46,421	+530%	+$2.06M	1.64%	10
2022 Q1	$420K	Buy	+8,751	New	+$426K	0.28%	40

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 $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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Briggs Advisory Group's VEA Position: Q3 2023 in Review

Briggs Advisory Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.74% in Q3 2023, selling an estimated $35.4K and leaving 104,144 shares worth $4.55M. The position accounts for 2.61% of the portfolio, ranked #10.

Briggs Advisory Group first reported a position in VEA in Q1 2022 and has held it in 7 quarters since. The position peaked at $4.85M in Q2 2023. 1,931 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Briggs Advisory Group held 104,144 shares of Vanguard FTSE Developed Markets ETF worth $4.55M as of Q3 2023.
Briggs Advisory Group sold 774 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $35.4K.
Vanguard FTSE Developed Markets ETF made up 2.61% of Briggs Advisory Group's portfolio in Q3 2023, its #10 holding.
Briggs Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 7 quarters since.
Briggs Advisory Group's Vanguard FTSE Developed Markets ETF position peaked at $4.85M in Q2 2023.
1,931 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.