FirstPurpose Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

FirstPurpose Wealth’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 Q1	$426K	Buy	8,648 +309	+4%	+$14.9K	0.15%	122
2023 Q4	$399K	Buy	8,339 +4	+0%	+$179	0.15%	120
2023 Q3	$364K	Buy	8,335 +90	+1%	+$4.12K	0.16%	111
2023 Q2	$381K	Sell	8,245 -1,179	-13%	-$54.2K	0.16%	105
2023 Q1	$426K	Sell	9,424 -149	-2%	-$6.64K	0.21%	90
2022 Q4	$402K	Buy	9,573 +1,397	+17%	+$56.6K	0.22%	85
2022 Q3	$297K	Sell	8,176 -5,052	-38%	-$206K	0.2%	94
2022 Q2	$540K	Buy	13,228 +7,537	+132%	+$335K	0.36%	50
2022 Q1	$273K	Sell	5,691 -2,037	-26%	-$99.1K	0.21%	104
2021 Q4	$395K	Buy	+7,728	New	+$397K	0.25%	73

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

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

FirstPurpose Wealth's VEA Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.7% in Q1 2024, buying an estimated $14.9K and bringing the position to 8,648 shares worth $426K. The position accounts for 0.15% of the portfolio, ranked #122.

FirstPurpose Wealth first reported a position in VEA in Q4 2021 and has held it in 10 quarters since. The position peaked at $540K in Q2 2022. 2,148 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

FirstPurpose Wealth held 8,648 shares of Vanguard FTSE Developed Markets ETF worth $426K as of Q1 2024.
FirstPurpose Wealth bought 309 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $14.9K.
Vanguard FTSE Developed Markets ETF made up 0.15% of FirstPurpose Wealth's portfolio in Q1 2024, its #122 holding.
FirstPurpose Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Vanguard FTSE Developed Markets ETF position peaked at $540K in Q2 2022.
2,148 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.