Geller Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Geller Advisors’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	-21,188	Closed	-$770K	–	160
2022 Q3	$770K	Buy	21,188 +2,116	+11%	+$86.2K	0.17%	28
2022 Q2	$778K	Sell	19,072 -7,914	-29%	-$352K	0.16%	33
2022 Q1	$1.3M	Sell	26,986 -633	-2%	-$30.8K	0.24%	22
2021 Q4	$1.41M	Buy	27,619 +4,592	+20%	+$236K	0.27%	24
2021 Q3	$1.16M	Buy	23,027 +9,659	+72%	+$502K	0.25%	25
2021 Q2	$689K	Buy	13,368 +210	+2%	+$10.8K	0.15%	32
2021 Q1	$646K	Buy	13,158 +4,832	+58%	+$236K	0.15%	35
2020 Q4	$349K	Hold	8,326	–	–	0.09%	64
2020 Q3	$341K	Buy	8,326 +2,700	+48%	+$111K	0.1%	49
2020 Q2	$218K	Sell	5,626 -861,715	-99%	-$31.5M	0.07%	73
2020 Q1	$28.9M	Buy	+867,341	New	+$34.8M	8.31%	4
2019 Q2	–	Sell	-63,050	Closed	-$2.59M	–	25
2019 Q1	$2.59M	Sell	63,050 -4,450	-7%	-$178K	1.05%	8
2018 Q4	$2.5M	Buy	+67,500	New	+$2.67M	1.17%	7

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

Geller Advisors's VEA Position: Q4 2022 in Review

Geller Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 21,188 shares — an estimated $770K sold.

Geller Advisors first reported a position in VEA in Q4 2018 and held it in 13 quarters. The position peaked at $28.9M in Q1 2020. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Geller Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
Geller Advisors sold 21,188 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $770K.
Geller Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 13 quarters.
Geller Advisors's Vanguard FTSE Developed Markets ETF position peaked at $28.9M in Q1 2020.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Geller Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.