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Heron Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Heron Financial Group’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
-4,901
Closed -$235K – 157
2022
Q1 		$235K Buy
+4,901
New +$239K 0.12% 134

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Wealthfront Advisers
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Morgan Stanley
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Royal Bank of Canada
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WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Heron Financial Group's VEA Position: Q2 2022 in Review

Heron Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 4,901 shares — an estimated $235K sold.

Heron Financial Group first reported a position in VEA in Q1 2022 and held it in 1 quarter. The position peaked at $235K in Q1 2022. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Heron Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Heron Financial Group sold 4,901 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $235K.
  • Heron Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and held it in 1 quarter.
  • Heron Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $235K in Q1 2022.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.