David Rolfe
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David Rolfe’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

David Rolfe’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
Q3 		– Sell
-6,493
Closed -$299K – 36
2023
Q2 		$299K Buy
+6,493
New +$299K 0.05% 29

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

David Rolfe's VEA Position: Q3 2023 in Review

David Rolfe sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2023, closing a stake of 6,493 shares — an estimated $299K sold.

David Rolfe first reported a position in VEA in Q2 2023 and held it in 1 quarter. The position peaked at $299K in Q2 2023. 1,936 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

  • David Rolfe reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
  • David Rolfe sold 6,493 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $299K.
  • David Rolfe first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and held it in 1 quarter.
  • David Rolfe's Vanguard FTSE Developed Markets ETF position peaked at $299K in Q2 2023.
  • 1,936 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Wedgewood Partners's 13F filing for Q3 2023, filed 14 Nov 2023.