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Kowal Investment Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kowal Investment Group’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
Q3 		$315K Sell
5,959
-602
-9% -$30.6K 0.06% 152
2024
Q2 		$324K Sell
6,561
-12
-0.2% -$597 0.06% 133
2024
Q1 		$330K Buy
6,573
+109
+2% +$5.26K 0.07% 129
2023
Q4 		$310K Buy
6,464
+81
+1% +$3.63K 0.07% 124
2023
Q3 		$279K Sell
6,383
-1,044
-14% -$47.8K 0.08% 117
2023
Q2 		$343K Buy
7,427
+44
+0.6% +$2.02K 0.09% 110
2023
Q1 		$333K Sell
7,383
-1,030
-12% -$45.9K 0.09% 104
2022
Q4 		$353K Sell
8,413
-2,019
-19% -$81.8K 0.11% 103
2022
Q3 		$379K Buy
10,432
+754
+8% +$30.7K 0.13% 85
2022
Q2 		$395K Sell
9,678
-653
-6% -$29K 0.13% 80
2022
Q1 		$496K Buy
10,331
+4,687
+83% +$228K 0.15% 58
2021
Q4 		$288K Sell
5,644
-181
-3% -$9.29K 0.09% 82
2021
Q3 		$294K Buy
5,825
+217
+4% +$11.3K 0.09% 74
2021
Q2 		$289K Sell
5,608
-14
-0.2% -$723 0.1% 74
2021
Q1 		$276K Buy
5,622
+27
+0.5% +$1.32K 0.11% 73
2020
Q4 		$273K Buy
+5,595
New +$246K 0.13% 68

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

Kowal Investment Group's VEA Position: Q3 2024 in Review

Kowal Investment Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 9.2% in Q3 2024, selling an estimated $30.6K and leaving 5,959 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #152.

Kowal Investment Group first reported a position in VEA in Q4 2020 and has held it in 16 quarters since. The position peaked at $496K in Q1 2022. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Kowal Investment Group held 5,959 shares of Vanguard FTSE Developed Markets ETF worth $315K as of Q3 2024.
  • Kowal Investment Group sold 602 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $30.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #152 holding.
  • Kowal Investment Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Vanguard FTSE Developed Markets ETF position peaked at $496K in Q1 2022.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.