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

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-68	Closed	-$3K	–	475
2022 Q1	$3K	Buy	+68	New	+$3.31K	﹤0.01%	463
2021 Q4	–	Sell	-4,602	Closed	-$232K	–	487
2021 Q3	$232K	Sell	4,602 -28,823	-86%	-$1.5M	0.08%	181
2021 Q2	$1.72M	Sell	33,425 -8,342	-20%	-$431K	0.63%	41
2021 Q1	$2.05M	Buy	41,767 +41,634	+31,304%	+$2.03M	0.8%	35
2020 Q4	$6K	Buy	133 +100	+303%	+$4.4K	﹤0.01%	424
2020 Q3	$1K	Buy	+33	New	+$1.35K	﹤0.01%	481
2018 Q4	–	Sell	-231	Closed	-$10K	–	426
2018 Q3	$10K	Buy	+231	New	+$9.96K	0.01%	246

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's VEA Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 68 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in VEA in Q3 2018 and held it in 7 quarters. The position peaked at $2.05M in Q1 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 68 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $2.05M in Q1 2021.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.