Fullen Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Fullen Financial Group’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 Q1	$2.62M	Buy	56,428 +248	+0.4%	+$11K	1.41%	17
2022 Q4	$2.57M	Buy	56,180 +2,003	+4%	+$81.1K	1.46%	18
2022 Q3	$2.09M	Sell	54,177 -148	-0.3%	-$6.03K	1.33%	20
2022 Q2	$2.22M	Sell	54,325 -2,049	-4%	-$91.1K	1.43%	20
2022 Q1	$2.71M	Buy	56,374 +1,109	+2%	+$54K	1.58%	19
2021 Q4	$2.82M	Buy	55,265 +773	+1%	+$39.7K	1.57%	19
2021 Q3	$2.71M	Buy	54,492 +194	+0.4%	+$10.1K	1.55%	19
2021 Q2	$2.8M	Sell	54,298 -522	-1%	-$26.9K	1.65%	19
2021 Q1	$2.69M	Sell	54,820 -1,520	-3%	-$74.3K	1.72%	18
2020 Q4	$2.66M	Buy	56,340 +872	+2%	+$38.4K	1.8%	18
2020 Q3	$2.27M	Buy	55,468 +148	+0.3%	+$6.07K	1.73%	20
2020 Q2	$2.15M	Buy	+55,320	New	+$2.02M	1.78%	18

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

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

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

Fullen Financial Group's VEA Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.44% in Q1 2023, buying an estimated $11K and bringing the position to 56,428 shares worth $2.62M. The position accounts for 1.41% of the portfolio, ranked #17.

Fullen Financial Group first reported a position in VEA in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.82M in Q4 2021. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Fullen Financial Group held 56,428 shares of Vanguard FTSE Developed Markets ETF worth $2.62M as of Q1 2023.
Fullen Financial Group bought 248 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $11K.
Vanguard FTSE Developed Markets ETF made up 1.41% of Fullen Financial Group's portfolio in Q1 2023, its #17 holding.
Fullen Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $2.82M in Q4 2021.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.