FinTrust Capital Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$34.8K	Hold	659	–	–	0.01%	680
2024 Q2	$32.6K	Buy	+659	New	+$32.8K	0.01%	660
2022 Q4	–	Sell	-200	Closed	-$8K	–	1284
2022 Q3	$8K	Sell	200 -440	-69%	-$17.9K	﹤0.01%	945
2022 Q2	$27K	Hold	640	–	–	0.01%	659
2022 Q1	$31K	Hold	640	–	–	0.01%	657
2021 Q4	$33K	Hold	640	–	–	0.01%	620
2021 Q3	$32K	Sell	640 -204	-24%	-$10.6K	0.01%	632
2021 Q2	$43K	Hold	844	–	–	0.01%	586
2021 Q1	$41K	Hold	844	–	–	0.01%	569
2020 Q4	$40K	Sell	844 -226	-21%	-$9.94K	0.01%	532
2020 Q3	$44	Hold	1,070	–	–	0.01%	514
2020 Q2	$42K	Sell	1,070 -1,394	-57%	-$50.9K	0.02%	523
2020 Q1	$82K	Buy	2,464 +728	+42%	+$29.2K	0.04%	317
2019 Q4	$76K	Hold	1,736	–	–	0.03%	366
2019 Q3	$71K	Hold	1,736	–	–	0.02%	389
2019 Q2	$72K	Buy	1,736 +405	+30%	+$16.7K	0.03%	339
2019 Q1	$54K	Sell	1,331 -870	-40%	-$34.8K	0.02%	379
2018 Q4	$82K	Buy	+2,201	New	+$87.1K	0.04%	291

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

FinTrust Capital Advisors's VEA Position: Q3 2024 in Review

FinTrust Capital Advisors held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2024 at 659 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #680.

FinTrust Capital Advisors first reported a position in VEA in Q4 2018 and has held it in 18 quarters since. The position peaked at $82K in Q1 2020. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

FinTrust Capital Advisors held 659 shares of Vanguard FTSE Developed Markets ETF worth $34.8K as of Q3 2024.
FinTrust Capital Advisors left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2024.
Vanguard FTSE Developed Markets ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #680 holding.
FinTrust Capital Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 18 quarters since.
FinTrust Capital Advisors's Vanguard FTSE Developed Markets ETF position peaked at $82K in Q1 2020.
2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.