Columbia Advisory Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Columbia Advisory Partners’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
2024 Q1	–	Sell	-7,101	Closed	-$340K	–	66
2023 Q4	$340K	Sell	7,101 -790	-10%	-$35.4K	0.35%	39
2023 Q3	$345K	Buy	7,891 +1,080	+16%	+$49.4K	0.38%	43
2023 Q2	$315K	Sell	6,811 -7,974	-54%	-$367K	0.34%	43
2023 Q1	$668K	Buy	14,785 +218	+1%	+$9.71K	0.63%	25
2022 Q4	$611K	Buy	+14,567	New	+$590K	0.58%	22

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Columbia Advisory Partners's VEA Position: Q1 2024 in Review

Columbia Advisory Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 7,101 shares — an estimated $340K sold.

Columbia Advisory Partners first reported a position in VEA in Q4 2022 and held it in 5 quarters. The position peaked at $668K in Q1 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Columbia Advisory Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Columbia Advisory Partners sold 7,101 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $340K.
Columbia Advisory Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 5 quarters.
Columbia Advisory Partners's Vanguard FTSE Developed Markets ETF position peaked at $668K in Q1 2023.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.