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

Endurance 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 Q2	$113K	Hold	2,438	–	–	0.02%	261
2023 Q1	$110K	Buy	2,438 +94	+4%	+$4.19K	0.02%	266
2022 Q4	$99K	Buy	2,344 +335	+17%	+$13.6K	0.01%	255
2022 Q3	$73K	Buy	2,009 +1,193	+146%	+$48.6K	0.01%	277
2022 Q2	$34K	Sell	816 -3	-0.4%	-$133	0.01%	366
2022 Q1	$40K	Sell	819 -2,666	-76%	-$130K	0.01%	379
2021 Q4	$178K	Buy	3,485 +3,469	+21,681%	+$178K	0.02%	225
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	627
2021 Q2	$0	Hold	16	–	–	﹤0.01%	656
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	638
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	611
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	610
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	601
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	559
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	512
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	518
2019 Q2	$1K	Buy	+16	New	+$659	﹤0.01%	468

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Endurance Wealth Management's VEA Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2023 at 2,438 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #261.

Endurance Wealth Management first reported a position in VEA in Q2 2019 and has held it in 17 quarters since. The position peaked at $178K in Q4 2021. 1,930 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Endurance Wealth Management held 2,438 shares of Vanguard FTSE Developed Markets ETF worth $113K as of Q2 2023.
Endurance Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2023.
Vanguard FTSE Developed Markets ETF made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #261 holding.
Endurance Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and has held it in 17 quarters since.
Endurance Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $178K in Q4 2021.
1,930 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.