Kings Point Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kings Point Capital Management’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	$328K	Sell	6,821 -297	-4%	-$14.5K	0.03%	164
2021 Q4	$363K	Buy	7,118 +532	+8%	+$27.3K	0.03%	173
2021 Q3	$333K	Buy	6,586 +1,397	+27%	+$72.7K	0.03%	162
2021 Q2	$267K	Hold	5,189	–	–	0.02%	190
2021 Q1	$255K	Hold	5,189	–	–	0.03%	182
2020 Q4	$245K	Sell	5,189 -1,000	-16%	-$44K	0.03%	170
2020 Q3	$253K	Hold	6,189	–	–	0.03%	152
2020 Q2	$240K	Hold	6,189	–	–	0.03%	148
2020 Q1	$206K	Sell	6,189 -1,244	-17%	-$49.9K	0.04%	157
2019 Q4	$327K	Buy	7,433 +1,244	+20%	+$53K	0.05%	148
2019 Q3	$254K	Hold	6,189	–	–	0.04%	156
2019 Q2	$258K	Sell	6,189 -75	-1%	-$3.09K	0.05%	136
2019 Q1	$256K	Sell	6,264 -161	-3%	-$6.43K	0.05%	126
2018 Q4	$238K	Sell	6,425 -19,068	-75%	-$755K	0.05%	129
2018 Q3	$1.1M	Buy	25,493 +164	+0.6%	+$7.07K	0.21%	92
2018 Q2	$1.09M	Buy	25,329 +4,220	+20%	+$188K	0.21%	89
2018 Q1	$934K	Buy	21,109 +3,869	+22%	+$176K	0.19%	92
2017 Q4	$773K	Buy	17,240 +7,642	+80%	+$338K	0.16%	92
2017 Q3	$417K	Buy	9,598 +2,322	+32%	+$98.5K	0.09%	113
2017 Q2	$301K	Buy	7,276 +3,663	+101%	+$149K	0.07%	125
2017 Q1	$142K	Hold	3,613	–	–	0.03%	155
2016 Q4	$132K	Buy	3,613 +2,959	+452%	+$108K	0.03%	147
2016 Q3	$24K	Hold	654	–	–	0.01%	242
2016 Q2	$23K	Hold	654	–	–	0.01%	247
2016 Q1	$23K	Hold	654	–	–	0.01%	252
2015 Q4	$24K	Hold	654	–	–	0.01%	282
2015 Q3	$23K	Hold	654	–	–	0.01%	299
2015 Q2	$26K	Buy	+654	New	+$27K	0.01%	280
2014 Q4	–	Sell	-767	Closed	-$30K	–	356
2014 Q3	$30K	Hold	767	–	–	0.01%	224
2014 Q2	$33K	Buy	+767	New	+$32.3K	0.01%	217

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

Kings Point Capital Management's VEA Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.2% in Q1 2022, selling an estimated $14.5K and leaving 6,821 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #164.

Kings Point Capital Management first reported a position in VEA in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.1M in Q3 2018. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Kings Point Capital Management held 6,821 shares of Vanguard FTSE Developed Markets ETF worth $328K as of Q1 2022.
Kings Point Capital Management sold 297 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $14.5K.
Vanguard FTSE Developed Markets ETF made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #164 holding.
Kings Point Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2014 and has held it in 30 quarters since.
Kings Point Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $1.1M in Q3 2018.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.