EisnerAmper Wealth Management Corporate Benefits’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.97M | Sell |
166,406
-15,701
| -9% | -$703K | 2.91% | 12 |
|
|
2023
Q3 | $7.96M | Sell |
182,107
-169,925
| -48% | -$7.78M | 3.55% | 12 |
|
|
2023
Q2 | $16.3M | Sell |
352,032
-13,831
| -4% | -$636K | 7.78% | 2 |
|
|
2023
Q1 | $16.5M | Sell |
365,863
-5,497
| -1% | -$245K | 7.99% | 2 |
|
|
2022
Q4 | $15.6M | Buy |
371,360
+134
| +0% | +$5.43K | 7.96% | 2 |
|
|
2022
Q3 | $13.5M | Buy |
371,226
+9,064
| +3% | +$369K | 7.69% | 2 |
|
|
2022
Q2 | $14.8M | Buy |
362,162
+11,964
| +3% | +$532K | 7.85% | 2 |
|
|
2022
Q1 | $16.8M | Buy |
350,198
+8,833
| +3% | +$430K | 8.08% | 2 |
|
|
2021
Q4 | $17.4M | Buy |
341,365
+9,174
| +3% | +$471K | 7.93% | 3 |
|
|
2021
Q3 | $16.8M | Sell |
332,191
-52
| -0% | -$2.71K | 8.44% | 2 |
|
|
2021
Q2 | $17.1M | Buy |
332,243
+8,572
| +3% | +$442K | 8.64% | 2 |
|
|
2021
Q1 | $15.9M | Sell |
323,671
-298
| -0.1% | -$14.6K | 8.58% | 2 |
|
|
2020
Q4 | $15.3M | Buy |
323,969
+3,615
| +1% | +$159K | 8.76% | 2 |
|
|
2020
Q3 | $13.1M | Sell |
320,354
-5,317
| -2% | -$218K | 8.61% | 2 |
|
|
2020
Q2 | $12.6M | Buy |
325,671
+119,842
| +58% | +$4.38M | 8.64% | 2 |
|
|
2020
Q1 | $6.86M | Sell |
205,829
-127,890
| -38% | -$5.13M | 4.66% | 8 |
|
|
2019
Q4 | $14.7M | Sell |
333,719
-1,127
| -0.3% | -$48.1K | 10.08% | 2 |
|
|
2019
Q3 | $13.8M | Buy |
334,846
+8,059
| +2% | +$329K | 9.97% | 2 |
|
|
2019
Q2 | $13.6M | Buy |
326,787
+5,430
| +2% | +$224K | 10.13% | 2 |
|
|
2019
Q1 | $13.1M | Buy |
321,357
+12,692
| +4% | +$507K | 9.81% | 2 |
|
|
2018
Q4 | $11.5M | Buy |
308,665
+6,677
| +2% | +$264K | 9.88% | 2 |
|
|
2018
Q3 | $13.1M | Buy |
301,988
+5,569
| +2% | +$240K | 10.09% | 2 |
|
|
2018
Q2 | $12.7M | Buy |
296,419
+1,548
| +0.5% | +$69K | 10.34% | 2 |
|
|
2018
Q1 | $13M | Sell |
294,871
-2,331
| -0.8% | -$106K | 10.95% | 2 |
|
|
2017
Q4 | $13.3M | Sell |
297,202
-5,003
| -2% | -$221K | 10.83% | 2 |
|
|
2017
Q3 | $13.1M | Sell |
302,205
-18,170
| -6% | -$771K | 11.28% | 2 |
|
|
2017
Q2 | $13.2M | Sell |
320,375
-13,340
| -4% | -$544K | 11.39% | 2 |
|
|
2017
Q1 | $13.1M | Sell |
333,715
-24,413
| -7% | -$936K | 11.37% | 2 |
|
|
2016
Q4 | $13.1M | Buy |
358,128
+982
| +0.3% | +$35.8K | 11.22% | 2 |
|
|
2016
Q3 | $13.3M | Buy |
357,146
+7,240
| +2% | +$266K | 11.46% | 2 |
|
|
2016
Q2 | $12.4M | Buy |
349,906
+16,873
| +5% | +$610K | 11.31% | 2 |
|
|
2016
Q1 | $11.9M | Buy |
333,033
+18,289
| +6% | +$631K | 11.28% | 2 |
|
|
2015
Q4 | $11.6M | Buy |
314,744
+55,494
| +21% | +$2.08M | 11.37% | 2 |
|
|
2015
Q3 | $9.24M | Sell |
259,250
-52,711
| -17% | -$2.02M | 6.51% | 2 |
|
|
2015
Q2 | $12.4M | Buy |
311,961
+8,416
| +3% | +$348K | 9.51% | 2 |
|
|
2015
Q1 | $12.1M | Buy |
303,545
+15,234
| +5% | +$597K | 9.15% | 3 |
|
|
2014
Q4 | $10.9M | Buy |
+288,311
| New | +$11.2M | 8.67% | 3 |
|
Other funds holding VEA
WI
EisnerAmper Wealth Management Corporate Benefits's VEA Position: Q4 2023 in Review
EisnerAmper Wealth Management Corporate Benefits reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.6% in Q4 2023, selling an estimated $703K and leaving 166,406 shares worth $7.97M. The position accounts for 2.91% of the portfolio, ranked #12.
EisnerAmper Wealth Management Corporate Benefits first reported a position in VEA in Q4 2014 and has held it in 37 quarters since. The position peaked at $17.4M in Q4 2021. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits held 166,406 shares of Vanguard FTSE Developed Markets ETF worth $7.97M as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits sold 15,701 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $703K.
- Vanguard FTSE Developed Markets ETF made up 2.91% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #12 holding.
- EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and has held it in 37 quarters since.
- EisnerAmper Wealth Management Corporate Benefits's Vanguard FTSE Developed Markets ETF position peaked at $17.4M in Q4 2021.
- 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.
Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.