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

HC Financial 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 Q2	$6K	Buy	149 +26	+21%	+$1.16K	﹤0.01%	277
2022 Q1	$6K	Hold	123	–	–	﹤0.01%	266
2021 Q4	$6K	Sell	123 -443	-78%	-$22.7K	﹤0.01%	275
2021 Q3	$29K	Sell	566 -917	-62%	-$47.7K	0.02%	166
2021 Q2	$76K	Hold	1,483	–	–	0.04%	109
2021 Q1	$73K	Sell	1,483 -1,464	-50%	-$71.5K	0.04%	116
2020 Q4	$139K	Buy	2,947 +530	+22%	+$23.3K	0.09%	89
2020 Q3	$99K	Hold	2,417	–	–	0.07%	90
2020 Q2	$94K	Hold	2,417	–	–	0.07%	85
2020 Q1	$81K	Buy	+2,417	New	+$97K	0.07%	90
2019 Q4	–	Sell	-5,062	Closed	-$208K	–	70
2019 Q3	$208K	Buy	+5,062	New	+$207K	0.18%	65
2018 Q4	–	Sell	-7,996	Closed	-$346K	–	64
2018 Q3	$346K	Buy	7,996 +188	+2%	+$8.1K	0.31%	61
2018 Q2	$335K	Sell	7,808 -1,210	-13%	-$53.9K	0.33%	62
2018 Q1	$399K	Buy	9,018 +742	+9%	+$33.7K	0.39%	62
2017 Q4	$371K	Buy	+8,276	New	+$366K	0.36%	62

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

HC Financial Advisors's VEA Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q2 2022, buying an estimated $1.16K and bringing the position to 149 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

HC Financial Advisors first reported a position in VEA in Q4 2017 and has held it in 15 quarters since. The position peaked at $399K in Q1 2018. 1,765 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

HC Financial Advisors held 149 shares of Vanguard FTSE Developed Markets ETF worth $6K as of Q2 2022.
HC Financial Advisors bought 26 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $1.16K.
Vanguard FTSE Developed Markets ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #277 holding.
HC Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 15 quarters since.
HC Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $399K in Q1 2018.
1,765 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.