Goodwin Investment Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Goodwin Investment Advisory’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	–	Sell	-2,709	Closed	-$114K	–	205
2022 Q4	$114K	Sell	2,709 -8,230	-75%	-$333K	0.08%	57
2022 Q3	$398K	Sell	10,939 -473	-4%	-$19.3K	0.3%	32
2022 Q2	$466K	Buy	11,412 +726	+7%	+$32.3K	0.36%	26
2022 Q1	$503K	Buy	10,686 +5,278	+98%	+$257K	0.34%	30
2021 Q4	$270K	Buy	5,408 +3,817	+240%	+$196K	0.2%	38
2021 Q3	$77K	Buy	+1,591	New	+$82.7K	0.07%	50

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

Goodwin Investment Advisory's VEA Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 2,709 shares — an estimated $114K sold.

Goodwin Investment Advisory first reported a position in VEA in Q3 2021 and held it in 6 quarters. The position peaked at $503K in Q1 2022. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Goodwin Investment Advisory reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 2,709 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $114K.
Goodwin Investment Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2021 and held it in 6 quarters.
Goodwin Investment Advisory's Vanguard FTSE Developed Markets ETF position peaked at $503K in Q1 2022.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.