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Dopkins Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Dopkins Wealth Management’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
Q1 		– Sell
-5,717
Closed -$240K – 43
2022
Q4 		$240K Buy
+5,717
New +$232K 0.21% 36

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Envestnet Asset Management
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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dopkins Wealth Management's VEA Position: Q1 2023 in Review

Dopkins Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 5,717 shares — an estimated $240K sold.

Dopkins Wealth Management first reported a position in VEA in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

  • Dopkins Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Dopkins Wealth Management sold 5,717 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $240K.
  • Dopkins Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 1 quarter.
  • Dopkins Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $240K in Q4 2022.
  • 1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Dopkins Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.