Diversified’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Diversified’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 Q3	$809K	Sell	15,311 -8,205	-35%	-$417K	0.09%	88
2024 Q2	$1.16M	Buy	23,516 +6,355	+37%	+$316K	0.14%	62
2024 Q1	$861K	Buy	17,161 +4,316	+34%	+$208K	0.12%	51
2023 Q4	$615K	Buy	12,845 +4,345	+51%	+$195K	0.13%	61
2023 Q3	$372K	Buy	8,500 +1,543	+22%	+$70.6K	0.1%	88
2023 Q2	$321K	Sell	6,957 -4,169	-37%	-$192K	0.08%	101
2023 Q1	$503K	Sell	11,126 -28,922	-72%	-$1.29M	0.18%	68
2022 Q4	$1.68M	Buy	+40,048	New	+$1.62M	0.66%	23

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 $424B AUM 22.96% 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 $52B AUM 24.53% 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

Diversified's VEA Position: Q3 2024 in Review

Diversified reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 35% in Q3 2024, selling an estimated $417K and leaving 15,311 shares worth $809K. The position accounts for 0.09% of the portfolio, ranked #88.

Diversified first reported a position in VEA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2022. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

Diversified held 15,311 shares of Vanguard FTSE Developed Markets ETF worth $809K as of Q3 2024.
Diversified sold 8,205 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $417K.
Vanguard FTSE Developed Markets ETF made up 0.09% of Diversified's portfolio in Q3 2024, its #88 holding.
Diversified first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 8 quarters since.
Diversified's Vanguard FTSE Developed Markets ETF position peaked at $1.68M in Q4 2022.
2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.