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Laurel Wealth Advisors (California)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$8.57M Buy
204,293
+128,048
+168% +$5.19M 0.85% 22
2022
Q3 		$2.77M Sell
76,245
-13,586
-15% -$554K 0.3% 81
2022
Q2 		$3.67M Buy
89,831
+35,309
+65% +$1.57M 0.37% 68
2022
Q1 		$2.62M Buy
54,522
+39,932
+274% +$1.94M 0.22% 100
2021
Q4 		$745K Buy
+14,590
New +$749K 0.06% 337
2021
Q2 		– Sell
-4,415
Closed -$217K – 513
2021
Q1 		$217K Sell
4,415
-37,254
-89% -$1.82M 0.03% 429
2020
Q4 		$1.97M Buy
41,669
+9,944
+31% +$437K 0.29% 83
2020
Q3 		$1.3M Buy
31,725
+1,335
+4% +$54.8K 0.21% 115
2020
Q2 		$1.18M Buy
30,390
+8,187
+37% +$299K 0.22% 117
2020
Q1 		$740K Sell
22,203
-6,597
-23% -$265K 0.17% 147
2019
Q4 		$1.27M Buy
28,800
+11,122
+63% +$474K 0.21% 131
2019
Q3 		$727K Buy
17,678
+2,953
+20% +$121K 0.12% 187
2019
Q2 		$614K Buy
14,725
+533
+4% +$22K 0.13% 170
2019
Q1 		$580K Buy
14,192
+1
+0% +$40 0.14% 163
2018
Q4 		$526K Sell
14,191
-40,502
-74% -$1.6M 0.15% 154
2018
Q3 		$2.29M Buy
54,693
+19,397
+55% +$836K 0.56% 43
2018
Q2 		$1.51M Sell
35,296
-4
-0% -$178 0.4% 71
2018
Q1 		$1.57M Buy
35,300
+20,955
+146% +$951K 0.49% 54
2017
Q4 		$643K Buy
14,345
+2,544
+22% +$112K 0.19% 133
2017
Q3 		$512K Buy
11,801
+78
+0.7% +$3.31K 0.17% 144
2017
Q2 		$484K Buy
11,723
+1,479
+14% +$60.3K 0.17% 153
2017
Q1 		$402K Buy
10,244
+73
+0.7% +$2.8K 0.16% 165
2016
Q4 		$371K Buy
10,171
+753
+8% +$27.5K 0.16% 157
2016
Q3 		$352K Buy
9,418
+59
+0.6% +$2.17K 0.17% 156
2016
Q2 		$331K Sell
9,359
-1,682
-15% -$60.8K 0.16% 160
2016
Q1 		$396K Buy
11,041
+5,587
+102% +$193K 0.2% 131
2015
Q4 		$200K Buy
+5,454
New +$205K 0.1% 230

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VEA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 168% in Q4 2022, buying an estimated $5.19M and bringing the position to 204,293 shares worth $8.57M. The position accounts for 0.85% of the portfolio, ranked #22.

Laurel Wealth Advisors (California) first reported a position in VEA in Q4 2015 and has held it in 27 quarters since. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 204,293 shares of Vanguard FTSE Developed Markets ETF worth $8.57M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 128,048 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $5.19M.
  • Vanguard FTSE Developed Markets ETF made up 0.85% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #22 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 27 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.