DHK Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

DHK Financial Advisors’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 Q2	–	Sell	-186,584	Closed	-$9.36M	–	97
2024 Q1	$9.36M	Sell	186,584 -723	-0.4%	-$34.9K	6.63%	3
2023 Q4	$8.97M	Buy	187,307 +436	+0.2%	+$19.5K	6.73%	3
2023 Q3	$8.17M	Buy	186,871 +143	+0.1%	+$6.54K	7.28%	3
2023 Q2	$8.62M	Sell	186,728 -3,254	-2%	-$150K	7.34%	3
2023 Q1	$8.58M	Buy	189,982 +11,214	+6%	+$500K	10.66%	2
2022 Q4	$7.5M	Sell	178,768 -7,100	-4%	-$288K	10.43%	2
2022 Q3	$6.76M	Buy	+185,868	New	+$7.57M	11.09%	3

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

DHK Financial Advisors's VEA Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 186,584 shares — an estimated $9.36M sold.

DHK Financial Advisors first reported a position in VEA in Q3 2022 and held it in 7 quarters. The position peaked at $9.36M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

DHK Financial Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 186,584 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $9.36M.
DHK Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and held it in 7 quarters.
DHK Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $9.36M in Q1 2024.
2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.