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Goldstein Munger & Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Goldstein Munger & Associates’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
Q3 		$16.5M Sell
454,263
-7,570
-2% -$308K 5.44% 5
2022
Q2 		$18.8M Buy
461,833
+21,962
+5% +$976K 5.67% 4
2022
Q1 		$21.1M Buy
439,871
+8,687
+2% +$423K 5.48% 4
2021
Q4 		$22M Buy
431,184
+4,774
+1% +$245K 5.55% 4
2021
Q3 		$21.5M Buy
426,410
+1,287
+0.3% +$66.9K 5.78% 4
2021
Q2 		$21.9M Sell
425,123
-462
-0.1% -$23.8K 5.78% 4
2021
Q1 		$20.9M Buy
425,585
+42,460
+11% +$2.07M 5.84% 4
2020
Q4 		$18.1M Buy
383,125
+13,173
+4% +$579K 5.34% 5
2020
Q3 		$15.1M Buy
369,952
+89,295
+32% +$3.66M 5.08% 4
2020
Q2 		$10.9M Buy
280,657
+85,702
+44% +$3.13M 4.11% 8
2020
Q1 		$6.5M Sell
194,955
-15,197
-7% -$610K 3.2% 8
2019
Q4 		$9.26M Buy
210,152
+3,369
+2% +$144K 3.78% 8
2019
Q3 		$8.49M Buy
206,783
+864
+0.4% +$35.3K 3.75% 8
2019
Q2 		$8.59M Buy
205,919
+4,685
+2% +$193K 3.75% 8
2019
Q1 		$8.23M Buy
201,234
+1,539
+0.8% +$61.5K 3.59% 7
2018
Q4 		$7.41M Buy
199,695
+29,205
+17% +$1.16M 3.63% 8
2018
Q3 		$7.38M Buy
170,490
+1,735
+1% +$74.8K 3.13% 10
2018
Q2 		$7.24M Buy
168,755
+9,740
+6% +$434K 3.06% 10
2018
Q1 		$7.04M Buy
159,015
+9,110
+6% +$413K 3.03% 11
2017
Q4 		$6.72M Buy
149,905
+6,100
+4% +$269K 2.88% 11
2017
Q3 		$6.24M Buy
143,805
+295
+0.2% +$12.5K 2.8% 11
2017
Q2 		$5.93M Sell
143,510
-1,900
-1% -$77.5K 2.73% 12
2017
Q1 		$5.71M Buy
145,410
+2,620
+2% +$100K 2.51% 13
2016
Q4 		$5.22M Buy
142,790
+33,235
+30% +$1.21M 2.32% 13
2016
Q3 		$4.1M Hold
109,555
– – 1.87% 15
2016
Q2 		$3.87M Buy
109,555
+10,175
+10% +$368K 1.79% 16
2016
Q1 		$3.57M Buy
99,380
+92,680
+1,383% +$3.2M 1.55% 17
2015
Q4 		$246K Hold
6,700
– – 0.11% 31
2015
Q3 		$239K Buy
+6,700
New +$257K 0.11% 30

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldstein Munger & Associates's VEA Position: Q3 2022 in Review

Goldstein Munger & Associates reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.6% in Q3 2022, selling an estimated $308K and leaving 454,263 shares worth $16.5M. The position accounts for 5.44% of the portfolio, ranked #5.

Goldstein Munger & Associates first reported a position in VEA in Q3 2015 and has held it in 29 quarters since. The position peaked at $22M in Q4 2021. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Goldstein Munger & Associates held 454,263 shares of Vanguard FTSE Developed Markets ETF worth $16.5M as of Q3 2022.
  • Goldstein Munger & Associates sold 7,570 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $308K.
  • Vanguard FTSE Developed Markets ETF made up 5.44% of Goldstein Munger & Associates's portfolio in Q3 2022, its #5 holding.
  • Goldstein Munger & Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and has held it in 29 quarters since.
  • Goldstein Munger & Associates's Vanguard FTSE Developed Markets ETF position peaked at $22M in Q4 2021.
  • 1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.