Burleson & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Burleson & Co’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	$881	Hold	21	–	–	﹤0.01%	358
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	380
2022 Q2	$1K	Buy	+21	New	+$934	﹤0.01%	402
2021 Q3	–	Sell	-1	Closed	–	–	401
2021 Q2	$0	Sell	1 -1,106	-100%	-$57.1K	﹤0.01%	404
2021 Q1	$54K	Buy	+1,107	New	+$54.1K	0.01%	178
2019 Q3	–	Sell	-51,100	Closed	-$2.08M	–	110
2019 Q2	$2.08M	Sell	51,100 -1,500	-3%	-$61.8K	0.88%	34
2019 Q1	$2.21M	Buy	+52,600	New	+$2.1M	0.94%	27

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

Burleson & Co's VEA Position: Q4 2022 in Review

Burleson & Co held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2022 at 21 shares worth $881. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Burleson & Co first reported a position in VEA in Q1 2019 and has held it in 7 quarters since. The position peaked at $2.21M in Q1 2019. 1,854 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Burleson & Co held 21 shares of Vanguard FTSE Developed Markets ETF worth $881 as of Q4 2022.
Burleson & Co left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2022.
Vanguard FTSE Developed Markets ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #358 holding.
Burleson & Co first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 7 quarters since.
Burleson & Co's Vanguard FTSE Developed Markets ETF position peaked at $2.21M in Q1 2019.
1,854 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.