Financial Architects (New Jersey)’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
Q2 | $1.78M | Buy |
38,644
+4,394
| +13% | +$202K | 0.27% | 83 |
|
|
2023
Q1 | $1.55M | Buy |
34,250
+2,454
| +8% | +$109K | 0.25% | 95 |
|
|
2022
Q4 | $1.33M | Buy |
31,796
+9,743
| +44% | +$395K | 0.22% | 107 |
|
|
2022
Q3 | $802K | Buy |
+22,053
| New | +$899K | 0.14% | 148 |
|
|
2022
Q2 | – | Sell |
-11,710
| Closed | -$563K | – | 283 |
|
|
2022
Q1 | $563K | Buy |
11,710
+607
| +5% | +$29.5K | 0.08% | 192 |
|
|
2021
Q4 | $567K | Buy |
11,103
+442
| +4% | +$22.7K | 0.08% | 194 |
|
|
2021
Q3 | $538K | Buy |
10,661
+2
| +0% | +$104 | 0.08% | 191 |
|
|
2021
Q2 | $549K | Sell |
10,659
-252
| -2% | -$13K | 0.08% | 184 |
|
|
2021
Q1 | $536K | Buy |
10,911
+3,175
| +41% | +$155K | 0.08% | 179 |
|
|
2020
Q4 | $365K | Buy |
7,736
+633
| +9% | +$27.8K | 0.07% | 198 |
|
|
2020
Q3 | $291K | Sell |
7,103
-669
| -9% | -$27.4K | 0.06% | 203 |
|
|
2020
Q2 | $301K | Sell |
7,772
-4,845
| -38% | -$177K | 0.07% | 186 |
|
|
2020
Q1 | $421K | Buy |
12,617
+3,156
| +33% | +$127K | 0.12% | 143 |
|
|
2019
Q4 | $417K | Hold |
9,461
| – | – | 0.09% | 160 |
|
|
2019
Q3 | $389K | Sell |
9,461
-200
| -2% | -$8.17K | 0.09% | 161 |
|
|
2019
Q2 | $403K | Buy |
9,661
+1,344
| +16% | +$55.4K | 0.08% | 172 |
|
|
2019
Q1 | $340K | Buy |
8,317
+76
| +0.9% | +$3.04K | 0.06% | 220 |
|
|
2018
Q4 | $305K | Buy |
8,241
+1,454
| +21% | +$57.6K | 0.06% | 210 |
|
|
2018
Q3 | $294K | Sell |
6,787
-62
| -0.9% | -$2.67K | 0.05% | 245 |
|
|
2018
Q2 | $293K | Sell |
6,849
-680
| -9% | -$30.3K | 0.05% | 226 |
|
|
2018
Q1 | $333K | Buy |
7,529
+617
| +9% | +$28K | 0.07% | 209 |
|
|
2017
Q4 | $310K | Sell |
6,912
-2,316
| -25% | -$102K | 0.05% | 240 |
|
|
2017
Q3 | $401K | Buy |
9,228
+712
| +8% | +$30.2K | 0.07% | 184 |
|
|
2017
Q2 | $352K | Buy |
8,516
+101
| +1% | +$4.12K | 0.06% | 198 |
|
|
2017
Q1 | $331K | Buy |
8,415
+2,932
| +53% | +$112K | 0.06% | 193 |
|
|
2016
Q4 | $200K | Buy |
5,483
+309
| +6% | +$11.3K | 0.05% | 255 |
|
|
2016
Q3 | $193K | Hold |
5,174
| – | – | 0.05% | 261 |
|
|
2016
Q2 | $183K | Buy |
5,174
+163
| +3% | +$5.89K | 0.05% | 260 |
|
|
2016
Q1 | $180K | Buy |
+5,011
| New | +$173K | 0.06% | 201 |
|
|
2015
Q3 | – | Sell |
-5,798
| Closed | -$230K | – | 890 |
|
|
2015
Q2 | $230K | Buy |
5,798
+928
| +19% | +$38.4K | 0.08% | 177 |
|
|
2015
Q1 | $194K | Sell |
4,870
-2,618
| -35% | -$103K | 0.08% | 193 |
|
|
2014
Q4 | $284K | Buy |
7,488
+3,608
| +93% | +$140K | 0.12% | 133 |
|
|
2014
Q3 | $154K | Sell |
3,880
-1,946
| -33% | -$81K | 0.08% | 172 |
|
|
2014
Q2 | $248K | Buy |
5,826
+250
| +4% | +$10.5K | 0.12% | 131 |
|
|
2014
Q1 | $230K | Sell |
5,576
-2,110
| -27% | -$86.4K | 0.14% | 130 |
|
|
2013
Q4 | $320K | Buy |
7,686
+110
| +1% | +$4.46K | 0.19% | 109 |
|
|
2013
Q3 | $300K | Buy |
+7,576
| New | +$288K | 0.19% | 93 |
|
Other funds holding VEA
Financial Architects (New Jersey)'s VEA Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 13% in Q2 2023, buying an estimated $202K and bringing the position to 38,644 shares worth $1.78M. The position accounts for 0.27% of the portfolio, ranked #83.
Financial Architects (New Jersey) first reported a position in VEA in Q3 2013 and has held it in 37 quarters since. 1,930 funds tracked by Wall St. Rank hold VEA as of Q2 2023.
- Financial Architects (New Jersey) held 38,644 shares of Vanguard FTSE Developed Markets ETF worth $1.78M as of Q2 2023.
- Financial Architects (New Jersey) bought 4,394 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $202K.
- Vanguard FTSE Developed Markets ETF made up 0.27% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #83 holding.
- Financial Architects (New Jersey) first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2013 and has held it in 37 quarters since.
- 1,930 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.