Capital Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Capital Wealth Management’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 Q1	–	Sell	-104,587	Closed	-$4.39M	–	63
2022 Q4	$4.39M	Buy	104,587 +9,928	+10%	+$402K	2.97%	12
2022 Q3	$3.44M	Buy	94,659 +8,890	+10%	+$362K	2.67%	13
2022 Q2	$3.5M	Buy	85,769 +32,826	+62%	+$1.46M	2.6%	14
2022 Q1	$2.54M	Buy	52,943 +14,428	+37%	+$702K	1.71%	22
2021 Q4	$1.97M	Buy	38,515 +2,199	+6%	+$113K	1.38%	22
2021 Q3	$1.83M	Buy	36,316 +8,740	+32%	+$455K	1.42%	21
2021 Q2	$1.42M	Buy	+27,576	New	+$1.42M	1.04%	24

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

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

Capital Wealth Management's VEA Position: Q1 2023 in Review

Capital Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 104,587 shares — an estimated $4.39M sold.

Capital Wealth Management first reported a position in VEA in Q2 2021 and held it in 7 quarters. The position peaked at $4.39M in Q4 2022. 1,881 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Capital Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Capital Wealth Management sold 104,587 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $4.39M.
Capital Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and held it in 7 quarters.
Capital Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $4.39M in Q4 2022.
1,881 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Capital Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.