First Citizens Financial Corp’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

First Citizens Financial Corp’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 Q4	–	Sell	-11,931	Closed	-$522K	–	117
2023 Q3	$522K	Hold	11,931	–	–	0.37%	59
2023 Q2	$551K	Buy	+11,931	New	+$549K	0.37%	57
2022 Q4	$492K	Sell	11,731 -611	-5%	-$24.7K	0.42%	50
2022 Q3	$449K	Hold	12,342	–	–	0.44%	47
2022 Q2	$504K	Hold	12,342	–	–	0.44%	42
2022 Q1	$593K	Hold	12,342	–	–	0.45%	48
2021 Q4	$630K	Buy	12,342 +446	+4%	+$22.9K	0.46%	45
2021 Q3	$601K	Hold	11,896	–	–	0.48%	41
2021 Q2	$613K	Hold	11,896	–	–	0.46%	41
2021 Q1	$584K	Hold	11,896	–	–	0.48%	40
2020 Q4	$562K	Hold	11,896	–	–	0.49%	36
2020 Q3	$487K	Hold	11,896	–	–	0.48%	42
2020 Q2	$461K	Buy	+11,896	New	+$434K	0.48%	46

Other funds holding VEA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

First Citizens Financial Corp's VEA Position: Q4 2023 in Review

First Citizens Financial Corp sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 11,931 shares — an estimated $522K sold.

First Citizens Financial Corp first reported a position in VEA in Q2 2020 and held it in 13 quarters. The position peaked at $630K in Q4 2021. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

First Citizens Financial Corp reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
First Citizens Financial Corp sold 11,931 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $522K.
First Citizens Financial Corp first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and held it in 13 quarters.
First Citizens Financial Corp's Vanguard FTSE Developed Markets ETF position peaked at $630K in Q4 2021.
2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on First Citizens Financial Corp's 13F filing for Q4 2023, filed 11 Jan 2024.