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Juncture Wealth Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Juncture Wealth Strategies’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
-63,102
Closed -$3.02M – 128
2023
Q4 		$3.02M Sell
63,102
-3,755
-6% -$168K 1.37% 19
2023
Q3 		$2.92M Sell
66,857
-50,862
-43% -$2.33M 1.43% 18
2023
Q2 		$5.44M Buy
117,719
+17,591
+18% +$809K 2.54% 9
2023
Q1 		$4.52M Buy
+100,128
New +$4.46M 2.23% 11

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Juncture Wealth Strategies's VEA Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 63,102 shares — an estimated $3.02M sold.

Juncture Wealth Strategies first reported a position in VEA in Q1 2023 and held it in 4 quarters. The position peaked at $5.44M in Q2 2023. 2,148 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 63,102 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $3.02M.
  • Juncture Wealth Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and held it in 4 quarters.
  • Juncture Wealth Strategies's Vanguard FTSE Developed Markets ETF position peaked at $5.44M in Q2 2023.
  • 2,148 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.