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

Connectus Wealth’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	$4.34M	Sell	86,490 -556	-0.6%	-$26.9K	0.12%	129
2023 Q4	$4.17M	Sell	87,046 -6,234	-7%	-$279K	0.09%	182
2023 Q3	$4.08M	Sell	93,280 -4,550	-5%	-$208K	0.09%	183
2023 Q2	$4.52M	Sell	97,830 -6,915	-7%	-$318K	0.1%	149
2023 Q1	$4.73M	Buy	104,745 +5,840	+6%	+$260K	0.12%	142
2022 Q4	$4.15M	Sell	98,905 -16,800	-15%	-$681K	0.1%	149
2022 Q3	$4.21M	Hold	115,705	–	–	0.09%	198
2022 Q2	$4.72M	Buy	+115,705	New	+$5.14M	0.11%	151

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

Connectus Wealth's VEA Position: Q1 2024 in Review

Connectus Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.64% in Q1 2024, selling an estimated $26.9K and leaving 86,490 shares worth $4.34M. The position accounts for 0.12% of the portfolio, ranked #129.

Connectus Wealth first reported a position in VEA in Q2 2022 and has held it in 8 quarters since. The position peaked at $4.73M in Q1 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Connectus Wealth held 86,490 shares of Vanguard FTSE Developed Markets ETF worth $4.34M as of Q1 2024.
Connectus Wealth sold 556 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $26.9K.
Vanguard FTSE Developed Markets ETF made up 0.12% of Connectus Wealth's portfolio in Q1 2024, its #129 holding.
Connectus Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 8 quarters since.
Connectus Wealth's Vanguard FTSE Developed Markets ETF position peaked at $4.73M in Q1 2023.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.