Joseph P. Lucia & Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-97	Closed	-$4K	–	422
2022 Q2	$4K	Hold	97	–	–	﹤0.01%	362
2022 Q1	$5K	Buy	+97	New	+$4.72K	﹤0.01%	362
2021 Q4	–	Sell	-97	Closed	-$5K	–	532
2021 Q3	$5K	Hold	97	–	–	﹤0.01%	446
2021 Q2	$5K	Hold	97	–	–	﹤0.01%	448
2021 Q1	$5K	Buy	+97	New	+$4.74K	﹤0.01%	432

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Joseph P. Lucia & Associates's VEA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2022, closing a stake of 97 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in VEA in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 97 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and held it in 5 quarters.
Joseph P. Lucia & Associates's Vanguard FTSE Developed Markets ETF position peaked at $5K in Q1 2022.
1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.