Harrell Investment Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Harrell Investment Partners’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 Q2	–	Sell	-4,400	Closed	-$211K	–	101
2022 Q1	$211K	Hold	4,400	–	–	0.07%	96
2021 Q4	$225K	Hold	4,400	–	–	0.07%	93
2021 Q3	$222K	Hold	4,400	–	–	0.07%	95
2021 Q2	$227K	Hold	4,400	–	–	0.07%	95
2021 Q1	$216K	Hold	4,400	–	–	0.08%	97
2020 Q4	$208K	Buy	+4,400	New	+$194K	0.08%	85

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Harrell Investment Partners's VEA Position: Q2 2022 in Review

Harrell Investment Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 4,400 shares — an estimated $211K sold.

Harrell Investment Partners first reported a position in VEA in Q4 2020 and held it in 6 quarters. The position peaked at $227K in Q2 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Harrell Investment Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
Harrell Investment Partners sold 4,400 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $211K.
Harrell Investment Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 6 quarters.
Harrell Investment Partners's Vanguard FTSE Developed Markets ETF position peaked at $227K in Q2 2021.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Harrell Investment Partners's 13F filing for Q2 2022, filed 15 Aug 2022.