First National Bank of South Miami’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

First National Bank of South Miami’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 Q2	$188K	Buy	4,064 +767	+23%	+$35.3K	0.15%	128
2023 Q1	$149K	Hold	3,297	–	–	0.12%	140
2022 Q4	$138K	Buy	3,297 +2,322	+238%	+$94.1K	0.1%	148
2022 Q3	$35K	Sell	975 -34	-3%	-$1.39K	0.03%	206
2022 Q2	$41K	Hold	1,009	–	–	0.03%	206
2022 Q1	$48K	Sell	1,009 -79	-7%	-$3.84K	0.03%	219
2021 Q4	$56K	Hold	1,088	–	–	0.03%	215
2021 Q3	$55K	Hold	1,088	–	–	0.04%	210
2021 Q2	$56K	Sell	1,088 -102	-9%	-$5.26K	0.04%	209
2021 Q1	$58K	Hold	1,190	–	–	0.04%	183
2020 Q4	$56K	Hold	1,190	–	–	0.05%	180
2020 Q3	$49K	Sell	1,190 -10	-0.8%	-$410	0.05%	170
2020 Q2	$47K	Hold	1,200	–	–	0.05%	165
2020 Q1	$40K	Hold	1,200	–	–	0.05%	163
2019 Q4	$53K	Hold	1,200	–	–	0.05%	162
2019 Q3	$48K	Hold	1,200	–	–	0.05%	175
2019 Q2	$49K	Buy	1,200 +60	+5%	+$2.47K	0.05%	180
2019 Q1	$47K	Hold	1,140	–	–	0.04%	183
2018 Q4	$45K	Buy	+1,140	New	+$45.1K	0.04%	185

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 $424B AUM 22.96% 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 $52B AUM 24.53% 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

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

First National Bank of South Miami's VEA Position: Q2 2023 in Review

First National Bank of South Miami increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 23% in Q2 2023, buying an estimated $35.3K and bringing the position to 4,064 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #128.

First National Bank of South Miami first reported a position in VEA in Q4 2018 and has held it in 19 quarters since. 1,930 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

First National Bank of South Miami held 4,064 shares of Vanguard FTSE Developed Markets ETF worth $188K as of Q2 2023.
First National Bank of South Miami bought 767 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $35.3K.
Vanguard FTSE Developed Markets ETF made up 0.15% of First National Bank of South Miami's portfolio in Q2 2023, its #128 holding.
First National Bank of South Miami first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 19 quarters since.
1,930 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.