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

Family 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
-5,771
Closed -$242K – 175
2022
Q4 		$242K Buy
+5,771
New +$234K 0.06% 125

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Betterment LLC
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Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Family Management's VEA Position: Q1 2023 in Review

Family Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 5,771 shares — an estimated $242K sold.

Family Management first reported a position in VEA in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 1,884 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

  • Family Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Family Management sold 5,771 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $242K.
  • Family Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 1 quarter.
  • Family Management's Vanguard FTSE Developed Markets ETF position peaked at $242K in Q4 2022.
  • 1,884 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.