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

Doyle 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
2022
Q3 		$9.33M Buy
256,714
+4,223
+2% +$172K 0.8% 49
2022
Q2 		$10.3M Sell
252,491
-19,074
-7% -$848K 0.83% 50
2022
Q1 		$13M Buy
271,565
+20,318
+8% +$989K 0.94% 43
2021
Q4 		$12.8M Buy
251,247
+20,984
+9% +$1.08M 0.92% 42
2021
Q3 		$11.6M Buy
230,263
+44,208
+24% +$2.3M 0.92% 43
2021
Q2 		$9.59M Buy
186,055
+48,459
+35% +$2.5M 0.8% 51
2021
Q1 		$6.76M Buy
137,596
+30,769
+29% +$1.5M 0.65% 54
2020
Q4 		$5.04M Buy
106,827
+7,923
+8% +$349K 0.51% 54
2020
Q3 		$4.04M Buy
98,904
+15,843
+19% +$650K 0.47% 55
2020
Q2 		$3.22M Buy
83,061
+10,590
+15% +$387K 0.42% 51
2020
Q1 		$2.42M Buy
72,471
+9,076
+14% +$364K 0.38% 48
2019
Q4 		$2.79M Buy
63,395
+9,526
+18% +$406K 0.35% 53
2019
Q3 		$2.21M Buy
53,869
+4,785
+10% +$195K 0.31% 54
2019
Q2 		$2.05M Sell
49,084
-1,045
-2% -$43.1K 0.28% 56
2019
Q1 		$2.06M Buy
50,129
+32,437
+183% +$1.3M 0.3% 53
2018
Q4 		$656K Sell
17,692
-3,989
-18% -$158K 0.11% 83
2018
Q3 		$938K Buy
21,681
+1,860
+9% +$80.2K 0.15% 75
2018
Q2 		$850K Buy
19,821
+8,264
+72% +$368K 0.14% 79
2018
Q1 		$511K Buy
11,557
+1,791
+18% +$81.3K 0.09% 98
2017
Q4 		$438K Buy
9,766
+1,542
+19% +$68.1K 0.07% 109
2017
Q3 		$357K Buy
8,224
+1,315
+19% +$55.8K 0.06% 106
2017
Q2 		$285K Buy
6,909
+641
+10% +$26.1K 0.05% 116
2017
Q1 		$246K Buy
+6,268
New +$240K 0.05% 121

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Doyle Wealth Management's VEA Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q3 2022, buying an estimated $172K and bringing the position to 256,714 shares worth $9.33M. The position accounts for 0.8% of the portfolio, ranked #49.

Doyle Wealth Management first reported a position in VEA in Q1 2017 and has held it in 23 quarters since. The position peaked at $13M in Q1 2022. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Doyle Wealth Management held 256,714 shares of Vanguard FTSE Developed Markets ETF worth $9.33M as of Q3 2022.
  • Doyle Wealth Management bought 4,223 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $172K.
  • Vanguard FTSE Developed Markets ETF made up 0.8% of Doyle Wealth Management's portfolio in Q3 2022, its #49 holding.
  • Doyle Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $13M in Q1 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.