Financial Partners Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Financial Partners Capital 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
2022 Q4	$1.89M	Buy	45,055 +20,255	+82%	+$820K	0.42%	58
2022 Q3	$902K	Buy	24,800 +387	+2%	+$15.8K	0.21%	84
2022 Q2	$996K	Sell	24,413 -350	-1%	-$15.6K	0.21%	85
2022 Q1	$1.19M	Buy	24,763 +135	+0.5%	+$6.57K	0.22%	82
2021 Q4	$1.26M	Buy	24,628 +280	+1%	+$14.4K	0.22%	78
2021 Q3	$1.23M	Buy	24,348 +160	+0.7%	+$8.32K	0.22%	73
2021 Q2	$1.25M	Buy	24,188 +34	+0.1%	+$1.75K	0.23%	68
2021 Q1	$1.19M	Buy	24,154 +896	+4%	+$43.8K	0.24%	62
2020 Q4	$1.1M	Buy	23,258 +10,355	+80%	+$456K	0.25%	56
2020 Q3	$528K	Buy	+12,903	New	+$529K	0.14%	70

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Financial Partners Capital Management's VEA Position: Q4 2022 in Review

Financial Partners Capital Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 82% in Q4 2022, buying an estimated $820K and bringing the position to 45,055 shares worth $1.89M. The position accounts for 0.42% of the portfolio, ranked #58.

Financial Partners Capital Management first reported a position in VEA in Q3 2020 and has held it in 10 quarters since. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Financial Partners Capital Management held 45,055 shares of Vanguard FTSE Developed Markets ETF worth $1.89M as of Q4 2022.
Financial Partners Capital Management bought 20,255 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $820K.
Vanguard FTSE Developed Markets ETF made up 0.42% of Financial Partners Capital Management's portfolio in Q4 2022, its #58 holding.
Financial Partners Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 10 quarters since.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.