InterOcean Capital Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

InterOcean Capital Group’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
2024 Q1	–	Sell	-10,493	Closed	-$503K	–	511
2023 Q4	$503K	Sell	10,493 -5,994	-36%	-$268K	0.01%	291
2023 Q3	$721K	Buy	16,487 +8,091	+96%	+$370K	0.02%	223
2023 Q2	$388K	Buy	+8,396	New	+$386K	0.01%	311
2022 Q2	–	Sell	-4,351	Closed	-$209K	–	445
2022 Q1	$209K	Sell	4,351 -3,378	-44%	-$164K	0.01%	260
2021 Q4	$395K	Buy	+7,729	New	+$397K	0.02%	189

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

InterOcean Capital Group's VEA Position: Q1 2024 in Review

InterOcean Capital Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 10,493 shares — an estimated $503K sold.

InterOcean Capital Group first reported a position in VEA in Q4 2021 and held it in 5 quarters. The position peaked at $721K in Q3 2023. 2,148 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

InterOcean Capital Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
InterOcean Capital Group sold 10,493 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $503K.
InterOcean Capital Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 5 quarters.
InterOcean Capital Group's Vanguard FTSE Developed Markets ETF position peaked at $721K in Q3 2023.
2,148 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.