Keystone Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Keystone Wealth Partners’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	$19.2M	Buy	398,983 +42,587	+12%	+$2.07M	8.95%	5
2021 Q4	$18.2M	Buy	356,396 +28,985	+9%	+$1.49M	8.03%	5
2021 Q3	$16.5M	Buy	327,411 +26,093	+9%	+$1.36M	9.11%	5
2021 Q2	$15.5M	Buy	301,318 +37,008	+14%	+$1.91M	9.26%	5
2021 Q1	$13M	Buy	264,310 +18,552	+8%	+$906K	8.74%	7
2020 Q4	$11.6M	Buy	+245,758	New	+$10.8M	9.21%	3

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 $11.5B AUM 18.72% 1-Year Est. Return

Keystone Wealth Partners's VEA Position: Q1 2022 in Review

Keystone Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 12% in Q1 2022, buying an estimated $2.07M and bringing the position to 398,983 shares worth $19.2M. The position accounts for 8.95% of the portfolio, ranked #5.

Keystone Wealth Partners first reported a position in VEA in Q4 2020 and has held it in 6 quarters since. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Keystone Wealth Partners held 398,983 shares of Vanguard FTSE Developed Markets ETF worth $19.2M as of Q1 2022.
Keystone Wealth Partners bought 42,587 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $2.07M.
Vanguard FTSE Developed Markets ETF made up 8.95% of Keystone Wealth Partners's portfolio in Q1 2022, its #5 holding.
Keystone Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 6 quarters since.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.