Industrial Alliance Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Industrial Alliance Investment 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	-1,808	Closed	-$83K	–	157
2023 Q2	$83K	Sell	1,808 -1,289	-42%	-$59.3K	0.04%	112
2023 Q1	$140K	Sell	3,097 -5,074	-62%	-$226K	﹤0.01%	462
2022 Q4	$343K	Sell	8,171 -3,743	-31%	-$152K	0.01%	309
2022 Q3	$433K	Sell	11,914 -1,300	-10%	-$53K	0.01%	294
2022 Q2	$539K	Buy	13,214 +3,330	+34%	+$148K	0.02%	289
2022 Q1	$475K	Buy	9,884 +7,269	+278%	+$354K	0.01%	311
2021 Q4	$134K	Buy	+2,615	New	+$134K	﹤0.01%	365

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 $424B AUM 22.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Industrial Alliance Investment Management's VEA Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2023, closing a stake of 1,808 shares — an estimated $83K sold.

Industrial Alliance Investment Management first reported a position in VEA in Q4 2021 and held it in 7 quarters. The position peaked at $539K in Q2 2022. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,808 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $83K.
Industrial Alliance Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $539K in Q2 2022.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.