Contravisory Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Contravisory Investment 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
2024 Q1	–	Sell	-70	Closed	-$3.35K	–	391
2023 Q4	$3.35K	Sell	70 -1,160	-94%	-$51.9K	﹤0.01%	341
2023 Q3	$53.8K	Buy	+1,230	New	+$56.3K	0.02%	228
2019 Q2	–	Sell	-1,588	Closed	-$65K	–	332
2019 Q1	$65K	Buy	1,588 +1,413	+807%	+$56.5K	0.03%	187
2018 Q4	$6K	Hold	175	–	–	﹤0.01%	257
2018 Q3	$8K	Buy	+175	New	+$7.54K	﹤0.01%	245

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

Contravisory Investment Management's VEA Position: Q1 2024 in Review

Contravisory Investment Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 70 shares — an estimated $3.35K sold.

Contravisory Investment Management first reported a position in VEA in Q3 2018 and held it in 5 quarters. The position peaked at $65K in Q1 2019. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Contravisory Investment Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Contravisory Investment Management sold 70 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $3.35K.
Contravisory Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 5 quarters.
Contravisory Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $65K in Q1 2019.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.