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Jacobson & Schmitt Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Jacobson & Schmitt 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
Q2 		– Sell
-4,188
Closed -$201K – 64
2022
Q1 		$201K Buy
+4,188
New +$204K 0.05% 62

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Envestnet Asset Management
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Jacobson & Schmitt Advisors's VEA Position: Q2 2022 in Review

Jacobson & Schmitt Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 4,188 shares — an estimated $201K sold.

Jacobson & Schmitt Advisors first reported a position in VEA in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Jacobson & Schmitt Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 4,188 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $201K.
  • Jacobson & Schmitt Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's Vanguard FTSE Developed Markets ETF position peaked at $201K in Q1 2022.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.