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Evelyn V. Moreno’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Evelyn V. Moreno’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 		– Sell
-11,000
Closed -$449K – 158
2022
Q2 		$449K Buy
+11,000
New +$489K 0.1% 92

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Creative Planning
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Evelyn V. Moreno's VEA Position: Q3 2022 in Review

Evelyn V. Moreno sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2022, closing a stake of 11,000 shares — an estimated $449K sold.

Evelyn V. Moreno first reported a position in VEA in Q2 2022 and held it in 1 quarter. The position peaked at $449K in Q2 2022. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Evelyn V. Moreno reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Evelyn V. Moreno sold 11,000 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $449K.
  • Evelyn V. Moreno first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and held it in 1 quarter.
  • Evelyn V. Moreno's Vanguard FTSE Developed Markets ETF position peaked at $449K in Q2 2022.
  • 1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Evelyn V. Moreno's 13F filing for Q3 2022, filed 10 Nov 2022.