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

Iams 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
Q3 		– Sell
-10,162
Closed -$465K – 228
2023
Q2 		$465K Buy
+10,162
New +$467K 0.17% 97

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Iams Wealth Management's VEA Position: Q4 2023 in Review

Iams Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 4,968 shares — an estimated $217K sold.

Iams Wealth Management first reported a position in VEA in Q4 2022 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Iams Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 4,968 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $217K.
  • Iams Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 3 quarters.
  • Iams Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $223K in Q1 2023.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.