Hudson Valley Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Hudson Valley Investment 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 Q1	–	Sell	-8,650	Closed	-$442K	–	222
2021 Q4	$442K	Sell	8,650 -60	-0.7%	-$3.08K	0.07%	136
2021 Q3	$440K	Hold	8,710	–	–	0.08%	126
2021 Q2	$449K	Sell	8,710 -3,665	-30%	-$189K	0.08%	126
2021 Q1	$608K	Buy	12,375 +11,787	+2,005%	+$576K	0.11%	110
2020 Q4	$202K	Sell	588 -5,459	-90%	-$240K	0.04%	152
2020 Q3	$247K	Buy	+6,047	New	+$248K	0.05%	133
2019 Q3	–	Sell	-8,500	Closed	-$355K	–	171
2019 Q2	$355K	Buy	+8,500	New	+$350K	0.08%	131

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Hudson Valley Investment Advisors's VEA Position: Q1 2022 in Review

Hudson Valley Investment Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 8,650 shares — an estimated $442K sold.

Hudson Valley Investment Advisors first reported a position in VEA in Q2 2019 and held it in 7 quarters. The position peaked at $608K in Q1 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Hudson Valley Investment Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
Hudson Valley Investment Advisors sold 8,650 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $442K.
Hudson Valley Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and held it in 7 quarters.
Hudson Valley Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $608K in Q1 2021.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.