Cascade Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cascade Investment Advisors’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 Q2	–	Sell	-800	Closed	-$36.1K	–	223
2023 Q1	$36.1K	Buy	+800	New	+$35.6K	0.03%	155
2022 Q3	–	Sell	-900	Closed	-$36.7K	–	217
2022 Q2	$36.7K	Hold	900	–	–	0.03%	163
2022 Q1	$43.2K	Hold	900	–	–	0.03%	172
2021 Q4	$46K	Hold	900	–	–	0.03%	169
2021 Q3	$45.4K	Sell	900 -200	-18%	-$10.4K	0.03%	163
2021 Q2	$56.7K	Hold	1,100	–	–	0.04%	152
2021 Q1	$54K	Hold	1,100	–	–	0.04%	154
2020 Q4	$51.9K	Buy	1,100 +50	+5%	+$2.2K	0.04%	156
2020 Q3	$42.9K	Sell	1,050 -200	-16%	-$8.21K	0.04%	164
2020 Q2	$48.5K	Buy	1,250 +1,000	+400%	+$36.5K	0.05%	143
2020 Q1	$8.34K	Hold	250	–	–	0.01%	212
2019 Q4	$11K	Hold	250	–	–	0.01%	224
2019 Q3	$10.3K	Hold	250	–	–	0.01%	228
2019 Q2	$10.4K	Hold	250	–	–	0.01%	215
2019 Q1	$10.2K	Hold	250	–	–	0.01%	202
2018 Q4	$9.28K	Hold	250	–	–	0.01%	201
2018 Q3	$10.8K	Buy	+250	New	+$10.8K	0.01%	182

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

Cascade Investment Advisors's VEA Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 800 shares — an estimated $36.1K sold.

Cascade Investment Advisors first reported a position in VEA in Q3 2018 and held it in 17 quarters. The position peaked at $56.7K in Q2 2021. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 800 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $36.1K.
Cascade Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 17 quarters.
Cascade Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $56.7K in Q2 2021.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.