Iron Gate Global Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Iron Gate Global 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	-16,579	Closed	-$854K	–	115
2021 Q4	$854K	Sell	16,579 -78	-0.5%	-$4K	0.2%	45
2021 Q3	$841K	Buy	16,657 +170	+1%	+$8.84K	0.23%	43
2021 Q2	$849K	Buy	16,487 +1,857	+13%	+$95.9K	0.24%	44
2021 Q1	$718K	Buy	14,630 +6,525	+81%	+$319K	0.23%	45
2020 Q4	$382K	Hold	8,105	–	–	0.14%	62
2020 Q3	$331K	Buy	+8,105	New	+$333K	0.14%	68
2020 Q2	–	Sell	-28,518	Closed	-$951K	–	96
2020 Q1	$951K	Sell	28,518 -722	-2%	-$29K	0.65%	28
2019 Q4	$1.29M	Sell	29,240 -1,043	-3%	-$44.5K	0.74%	22
2019 Q3	$1.24M	Sell	30,283 -29,969	-50%	-$1.22M	0.75%	24
2019 Q2	$2.51M	Sell	60,252 -1,404	-2%	-$57.9K	1.67%	13
2019 Q1	$2.52M	Sell	61,656 -7,855	-11%	-$314K	1.01%	17
2018 Q4	$2.58M	Sell	69,511 -3,431	-5%	-$136K	1.91%	13
2018 Q3	$2.89M	Sell	72,942 -5,992	-8%	-$258K	1.88%	13
2018 Q2	$843K	Buy	78,934 +2,788	+4%	+$124K	0.62%	24
2018 Q1	$3.37M	Buy	76,146 +1,785	+2%	+$81K	2.56%	11
2017 Q4	$3.34M	Buy	74,361 +450	+0.6%	+$19.9K	2.82%	11
2017 Q3	$1.61M	Buy	73,911 +20,511	+38%	+$870K	1.51%	17
2017 Q2	$2.21M	Buy	+53,400	New	+$2.18M	2.44%	12

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

Iron Gate Global Advisors's VEA Position: Q1 2022 in Review

Iron Gate Global Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 16,579 shares — an estimated $854K sold.

Iron Gate Global Advisors first reported a position in VEA in Q2 2017 and held it in 18 quarters. The position peaked at $3.37M in Q1 2018. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Iron Gate Global Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 16,579 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $854K.
Iron Gate Global Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and held it in 18 quarters.
Iron Gate Global Advisors's Vanguard FTSE Developed Markets ETF position peaked at $3.37M in Q1 2018.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Iron Gate Global Advisors's 13F filing for Q1 2022, filed 11 May 2022.