Laidlaw Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Laidlaw Wealth 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
2023 Q2	–	Sell	-14,269	Closed	-$645K	–	375
2023 Q1	$645K	Buy	14,269 +142	+1%	+$6.33K	0.13%	174
2022 Q4	$593K	Buy	+14,127	New	+$572K	0.13%	173
2022 Q3	–	Sell	-26,318	Closed	-$1.07M	–	374
2022 Q2	$1.07M	Sell	26,318 -382	-1%	-$17K	0.22%	120
2022 Q1	$1.28M	Sell	26,700 -4,751	-15%	-$231K	0.21%	115
2021 Q4	$1.61M	Buy	+31,451	New	+$1.61M	0.26%	106
2021 Q1	–	Sell	-29,428	Closed	-$1.39M	–	359
2020 Q4	$1.39M	Buy	+29,428	New	+$1.29M	0.29%	97

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Laidlaw Wealth Management's VEA Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 14,269 shares — an estimated $645K sold.

Laidlaw Wealth Management first reported a position in VEA in Q4 2020 and held it in 6 quarters. The position peaked at $1.61M in Q4 2021. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Laidlaw Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 14,269 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $645K.
Laidlaw Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 6 quarters.
Laidlaw Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.61M in Q4 2021.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.