CPR Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CPR Investments’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 Q2	–	Sell	-14,981	Closed	-$550K	–	52
2023 Q1	$550K	Buy	14,981 +619	+4%	+$27.6K	0.53%	23
2022 Q4	$603K	Hold	14,362	–	–	0.6%	25
2022 Q3	$522K	Buy	+14,362	New	+$585K	0.67%	20
2022 Q2	–	Sell	-10,315	Closed	-$495K	–	85
2022 Q1	$495K	Hold	10,315	–	–	0.41%	48
2021 Q4	$1K	Buy	+10,315	New	+$530K	﹤0.01%	71

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CPR Investments's VEA Position: Q2 2023 in Review

CPR Investments sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 14,981 shares — an estimated $550K sold.

CPR Investments first reported a position in VEA in Q4 2021 and held it in 5 quarters. The position peaked at $603K in Q4 2022. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

CPR Investments reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
CPR Investments sold 14,981 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $550K.
CPR Investments first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 5 quarters.
CPR Investments's Vanguard FTSE Developed Markets ETF position peaked at $603K in Q4 2022.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on CPR Investments's 13F filing for Q2 2023, filed 21 Jul 2023.