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

Foresight Wealth Management’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
2022 Q4	–	Sell	-7,458	Closed	-$271K	–	103
2022 Q3	$271K	Sell	7,458 -2,370	-24%	-$96.6K	0.06%	84
2022 Q2	$401K	Buy	+9,828	New	+$437K	0.08%	72
2020 Q1	–	Sell	-180	Closed	-$8K	–	125
2019 Q4	$8K	Sell	180 -14	-7%	-$597	﹤0.01%	118
2019 Q3	$8K	Buy	+194	New	+$7.92K	0.01%	118

Other funds holding VEA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Foresight Wealth Management's VEA Position: Q4 2022 in Review

Foresight Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 7,458 shares — an estimated $271K sold.

Foresight Wealth Management first reported a position in VEA in Q3 2019 and held it in 4 quarters. The position peaked at $401K in Q2 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Foresight Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 7,458 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $271K.
Foresight Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and held it in 4 quarters.
Foresight Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $401K in Q2 2022.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.