Intercontinental Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Intercontinental Wealth 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
2023 Q2	–	Sell	-5,051	Closed	-$228K	–	313
2023 Q1	$228K	Buy	+5,051	New	+$225K	0.06%	293
2022 Q2	–	Sell	-4,313	Closed	-$207K	–	290
2022 Q1	$207K	Sell	4,313 -893	-17%	-$43.5K	0.05%	273
2021 Q4	$266K	Hold	5,206	–	–	0.06%	261
2021 Q3	$263K	Hold	5,206	–	–	0.06%	246
2021 Q2	$268K	Hold	5,206	–	–	0.05%	246
2021 Q1	$256K	Hold	5,206	–	–	0.06%	234
2020 Q4	$246K	Buy	5,206 +150	+3%	+$6.6K	0.06%	220
2020 Q3	$207K	Buy	+5,056	New	+$207K	0.06%	190
2019 Q4	–	Sell	-3,972	Closed	-$163K	–	417
2019 Q3	$163K	Hold	3,972	–	–	0.1%	140
2019 Q2	$166K	Hold	3,972	–	–	0.09%	134
2019 Q1	$162K	Hold	3,972	–	–	0.08%	140
2018 Q4	$147K	Buy	+3,972	New	+$157K	0.08%	141

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Intercontinental Wealth Advisors's VEA Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 5,051 shares — an estimated $228K sold.

Intercontinental Wealth Advisors first reported a position in VEA in Q4 2018 and held it in 12 quarters. The position peaked at $268K in Q2 2021. 1,932 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Intercontinental Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 5,051 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $228K.
Intercontinental Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 12 quarters.
Intercontinental Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $268K in Q2 2021.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.