High Pines Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

High Pines Wealth Management’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 Q4	$9.35M	Sell	195,121 -2,038	-1%	-$91.2K	14.25%	2
2023 Q3	$8.62M	Sell	197,159 -1,630	-0.8%	-$74.6K	14.18%	2
2023 Q2	$9.18M	Buy	198,789 +510	+0.3%	+$23.5K	13.99%	2
2023 Q1	$8.96M	Sell	198,279 -126	-0.1%	-$5.61K	14.87%	2
2022 Q4	$8.33M	Buy	198,405 +2,213	+1%	+$89.6K	14.6%	1
2022 Q3	$7.13M	Buy	196,192 +1,018	+0.5%	+$41.5K	13.62%	2
2022 Q2	$7.96M	Buy	195,174 +628	+0.3%	+$27.9K	14.7%	2
2022 Q1	$9.34M	Buy	194,546 +11,148	+6%	+$543K	6.87%	2
2021 Q4	$9.36M	Buy	183,398 +13,034	+8%	+$669K	6.53%	2
2021 Q3	$8.6M	Buy	170,364 +2,239	+1%	+$116K	5.91%	2
2021 Q2	$8.66M	Buy	168,125 +30,568	+22%	+$1.58M	6.53%	2
2021 Q1	$6.75M	Sell	137,557 -1,139	-0.8%	-$55.6K	5.97%	2
2020 Q4	$6.55M	Buy	+138,696	New	+$6.1M	6.06%	3

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

High Pines Wealth Management's VEA Position: Q4 2023 in Review

High Pines Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1% in Q4 2023, selling an estimated $91.2K and leaving 195,121 shares worth $9.35M. The position accounts for 14.25% of the portfolio, ranked #2.

High Pines Wealth Management first reported a position in VEA in Q4 2020 and has held it in 13 quarters since. The position peaked at $9.36M in Q4 2021. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

High Pines Wealth Management held 195,121 shares of Vanguard FTSE Developed Markets ETF worth $9.35M as of Q4 2023.
High Pines Wealth Management sold 2,038 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $91.2K.
Vanguard FTSE Developed Markets ETF made up 14.25% of High Pines Wealth Management's portfolio in Q4 2023, its #2 holding.
High Pines Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $9.36M in Q4 2021.
2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.