Lee Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lee Financial’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 Q1	–	Sell	-87	Closed	-$3.65K	–	951
2022 Q4	$3.65K	Hold	87	–	–	﹤0.01%	597
2022 Q3	$3K	Hold	87	–	–	﹤0.01%	638
2022 Q2	$4K	Sell	87 -17	-16%	-$756	﹤0.01%	602
2022 Q1	$5K	Hold	104	–	–	﹤0.01%	519
2021 Q4	$5K	Hold	104	–	–	﹤0.01%	608
2021 Q3	$5K	Hold	104	–	–	﹤0.01%	498
2021 Q2	$5K	Buy	104 +27	+35%	+$1.39K	﹤0.01%	470
2021 Q1	$4K	Sell	77 -79	-51%	-$3.86K	﹤0.01%	443
2020 Q4	$7K	Buy	156 +77	+97%	+$3.39K	﹤0.01%	412
2020 Q3	$3K	Hold	79	–	–	﹤0.01%	498
2020 Q2	$3K	Buy	+79	New	+$2.88K	﹤0.01%	475
2020 Q1	–	Sell	-183	Closed	-$8K	–	520
2019 Q4	$8K	Hold	183	–	–	﹤0.01%	385
2019 Q3	$8K	Hold	183	–	–	﹤0.01%	387
2019 Q2	$8K	Hold	183	–	–	﹤0.01%	392
2019 Q1	$7K	Buy	+183	New	+$7.31K	﹤0.01%	394
2018 Q3	–	Sell	-9,153	Closed	-$393K	–	719
2018 Q2	$393K	Buy	9,153 +737	+9%	+$32.9K	0.09%	97
2018 Q1	$372K	Sell	8,416 -1,958	-19%	-$88.8K	0.09%	104
2017 Q4	$465K	Buy	10,374 +5,187	+100%	+$229K	0.14%	81
2017 Q3	$225K	Hold	5,187	–	–	0.07%	108
2017 Q2	$214K	Buy	+5,187	New	+$211K	0.08%	112

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

Lee Financial's VEA Position: Q1 2023 in Review

Lee Financial sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 87 shares — an estimated $3.65K sold.

Lee Financial first reported a position in VEA in Q2 2017 and held it in 20 quarters. The position peaked at $465K in Q4 2017. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Lee Financial reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 87 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $3.65K.
Lee Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and held it in 20 quarters.
Lee Financial's Vanguard FTSE Developed Markets ETF position peaked at $465K in Q4 2017.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.