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

CarsonAllaria 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
Q4 		– Sell
-2,979
Closed -$130K – 382
2023
Q3 		$130K Buy
2,979
+2,203
+284% +$101K 0.11% 77
2023
Q2 		$35.8K Buy
776
+8
+1% +$368 0.03% 127
2023
Q1 		$34.7K Buy
+768
New +$34.2K 0.03% 128

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CarsonAllaria Wealth Management's VEA Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 2,979 shares — an estimated $130K sold.

CarsonAllaria Wealth Management first reported a position in VEA in Q1 2023 and held it in 3 quarters. The position peaked at $130K in Q3 2023. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 2,979 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $130K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $130K in Q3 2023.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.