Core Wealth Advisors (Florida)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-396	Closed	-$17.3K	–	291
2023 Q3	$17.3K	Hold	396	–	–	0.01%	118
2023 Q2	$18.3K	Hold	396	–	–	0.01%	122
2023 Q1	$17.9K	Hold	396	–	–	0.01%	116
2022 Q4	$16.6K	Hold	396	–	–	0.01%	128
2022 Q3	$14K	Hold	396	–	–	0.01%	125
2022 Q2	$16K	Buy	+396	New	+$17.6K	0.01%	118

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VEA Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 396 shares — an estimated $17.3K sold.

Core Wealth Advisors (Florida) first reported a position in VEA in Q2 2022 and held it in 6 quarters. The position peaked at $18.3K in Q2 2023. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 396 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $17.3K.
Core Wealth Advisors (Florida) first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Vanguard FTSE Developed Markets ETF position peaked at $18.3K in Q2 2023.
2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.