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Concorde Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Concorde Financial’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
Q1 		– Sell
-442
Closed -$23K – 129
2021
Q4 		$23K Buy
+442
New +$22.7K 0.01% 66

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Envestnet Asset Management
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Wells Fargo
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Concorde Financial's VEA Position: Q1 2022 in Review

Concorde Financial sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 442 shares — an estimated $23K sold.

Concorde Financial first reported a position in VEA in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

  • Concorde Financial reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Financial sold 442 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $23K.
  • Concorde Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Financial's Vanguard FTSE Developed Markets ETF position peaked at $23K in Q4 2021.
  • 1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.