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

Goldstein 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
2023
Q4 		– Sell
-5,275
Closed -$231K – 181
2023
Q3 		$231K Hold
5,275
– – 0.05% 124
2023
Q2 		$244K Sell
5,275
-431
-8% -$19.8K 0.05% 125
2023
Q1 		$258K Buy
+5,706
New +$254K 0.06% 112

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Goldstein Advisors's VEA Position: Q4 2023 in Review

Goldstein Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 5,275 shares — an estimated $231K sold.

Goldstein Advisors first reported a position in VEA in Q1 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2023. 2,125 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Goldstein Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Goldstein Advisors sold 5,275 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $231K.
  • Goldstein Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and held it in 3 quarters.
  • Goldstein Advisors's Vanguard FTSE Developed Markets ETF position peaked at $258K in Q1 2023.
  • 2,125 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Goldstein Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.