Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.56M | Buy |
67,439
+9,356
| +16% | +$476K | 0.49% | 34 |
|
|
2024
Q2 | $2.87M | Sell |
58,083
-9,173
| -14% | -$456K | 0.44% | 34 |
|
|
2024
Q1 | $3.37M | Sell |
67,256
-1,617
| -2% | -$78.1K | 0.51% | 35 |
|
|
2023
Q4 | $3.3M | Sell |
68,873
-2,032
| -3% | -$91K | 0.52% | 33 |
|
|
2023
Q3 | $3.1M | Buy |
70,905
+773
| +1% | +$35.4K | 0.58% | 31 |
|
|
2023
Q2 | $3.24M | Sell |
70,132
-2,605
| -4% | -$120K | 0.6% | 29 |
|
|
2023
Q1 | $3.29M | Sell |
72,737
-4,993
| -6% | -$222K | 0.64% | 29 |
|
|
2022
Q4 | $3.26M | Buy |
77,730
+2,716
| +4% | +$110K | 0.69% | 28 |
|
|
2022
Q3 | $2.73M | Buy |
75,014
+1,898
| +3% | +$77.3K | 0.66% | 25 |
|
|
2022
Q2 | $2.98M | Buy |
73,116
+716
| +1% | +$31.8K | 0.73% | 26 |
|
|
2022
Q1 | $3.48M | Buy |
72,400
+1,286
| +2% | +$62.6K | 0.78% | 27 |
|
|
2021
Q4 | $3.63M | Buy |
71,114
+366
| +0.5% | +$18.8K | 0.89% | 25 |
|
|
2021
Q3 | $3.57M | Buy |
70,748
+679
| +1% | +$35.3K | 0.97% | 23 |
|
|
2021
Q2 | $3.61M | Sell |
70,069
-212
| -0.3% | -$10.9K | 1.06% | 22 |
|
|
2021
Q1 | $3.45M | Sell |
70,281
-339
| -0.5% | -$16.6K | 1.06% | 23 |
|
|
2020
Q4 | $3.33M | Sell |
70,620
-1,303
| -2% | -$57.3K | 1.12% | 22 |
|
|
2020
Q3 | $2.94M | Sell |
71,923
-2,181
| -3% | -$89.5K | 1.14% | 21 |
|
|
2020
Q2 | $2.87M | Buy |
74,104
+10,591
| +17% | +$387K | 1.21% | 21 |
|
|
2020
Q1 | $2.12M | Buy |
63,513
+4,881
| +8% | +$196K | 1.1% | 21 |
|
|
2019
Q4 | $2.58M | Buy |
58,632
+1,032
| +2% | +$44K | 1.03% | 22 |
|
|
2019
Q3 | $2.37M | Sell |
57,600
-4,554
| -7% | -$186K | 1% | 22 |
|
|
2019
Q2 | $2.59M | Buy |
62,154
+392
| +0.6% | +$16.2K | 1.12% | 21 |
|
|
2019
Q1 | $2.52M | Sell |
61,762
-12,939
| -17% | -$517K | 1.12% | 21 |
|
|
2018
Q4 | $2.77M | Sell |
74,701
-120,940
| -62% | -$4.79M | 1.37% | 20 |
|
|
2018
Q3 | $8.46M | Sell |
195,641
-72,286
| -27% | -$3.12M | 3.27% | 11 |
|
|
2018
Q2 | $11.5M | Sell |
267,927
-11,021
| -4% | -$491K | 4.29% | 10 |
|
|
2018
Q1 | $12.3M | Sell |
278,948
-12,856
| -4% | -$583K | 4.33% | 9 |
|
|
2017
Q4 | $13.1M | Buy |
291,804
+2,938
| +1% | +$130K | 4.44% | 9 |
|
|
2017
Q3 | $12.5M | Buy |
288,866
+463
| +0.2% | +$19.6K | 4.42% | 9 |
|
|
2017
Q2 | $11.9M | Buy |
288,403
+2,262
| +0.8% | +$92.2K | 4.29% | 9 |
|
|
2017
Q1 | $11.2M | Buy |
286,141
+7,871
| +3% | +$302K | 4.14% | 9 |
|
|
2016
Q4 | $10.2M | Buy |
278,270
+5,252
| +2% | +$192K | 3.95% | 10 |
|
|
2016
Q3 | $10.2M | Buy |
273,018
+11,188
| +4% | +$411K | 4.2% | 9 |
|
|
2016
Q2 | $9.26M | Buy |
261,830
+4,780
| +2% | +$173K | 4.25% | 10 |
|
|
2016
Q1 | $9.22M | Buy |
257,050
+27,724
| +12% | +$957K | 4.74% | 8 |
|
|
2015
Q4 | $8.42M | Buy |
229,326
+45,699
| +25% | +$1.71M | 4.81% | 8 |
|
|
2015
Q3 | $6.54M | Buy |
183,627
+17,333
| +10% | +$666K | 4.12% | 8 |
|
|
2015
Q2 | $6.59M | Buy |
166,294
+4,803
| +3% | +$199K | 3.95% | 10 |
|
|
2015
Q1 | $6.43M | Buy |
161,491
+14,088
| +10% | +$552K | 4.15% | 10 |
|
|
2014
Q4 | $5.24M | Buy |
147,403
+15,684
| +12% | +$607K | 3.63% | 12 |
|
|
2014
Q3 | $5.24M | Buy |
131,719
+10,384
| +9% | +$432K | 3.63% | 12 |
|
|
2014
Q2 | $5.17M | Buy |
121,335
+6,583
| +6% | +$277K | 3.48% | 12 |
|
|
2014
Q1 | $4.74M | Buy |
114,752
+5,452
| +5% | +$223K | 3.3% | 12 |
|
|
2013
Q4 | $4.56M | Buy |
+109,300
| New | +$4.43M | 3.23% | 12 |
|
Other funds holding VEA
WI
Financial Planning & Information Services's VEA Position: Q3 2024 in Review
Financial Planning & Information Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 16% in Q3 2024, buying an estimated $476K and bringing the position to 67,439 shares worth $3.56M. The position accounts for 0.49% of the portfolio, ranked #34.
Financial Planning & Information Services first reported a position in VEA in Q4 2013 and has held it in 44 quarters since. The position peaked at $13.1M in Q4 2017. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.
- Financial Planning & Information Services held 67,439 shares of Vanguard FTSE Developed Markets ETF worth $3.56M as of Q3 2024.
- Financial Planning & Information Services bought 9,356 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $476K.
- Vanguard FTSE Developed Markets ETF made up 0.49% of Financial Planning & Information Services's portfolio in Q3 2024, its #34 holding.
- Financial Planning & Information Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 44 quarters since.
- Financial Planning & Information Services's Vanguard FTSE Developed Markets ETF position peaked at $13.1M in Q4 2017.
- 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.
Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.