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

Legacy Financial Strategies’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
Q3 		– Sell
-77,028
Closed -$3.14M – 68
2022
Q2 		$3.14M Sell
77,028
-8,518
-10% -$379K 1.55% 10
2022
Q1 		$4.11M Buy
85,546
+768
+0.9% +$37.4K 1.75% 9
2021
Q4 		$4.33M Buy
84,778
+34,525
+69% +$1.77M 1.87% 9
2021
Q3 		$2.54M Buy
50,253
+1,248
+3% +$64.9K 1.19% 11
2021
Q2 		$2.52M Buy
49,005
+2,534
+5% +$131K 1.21% 12
2021
Q1 		$2.28M Sell
46,471
-186,754
-80% -$9.12M 1.21% 12
2020
Q4 		$11M Buy
233,225
+1,765
+0.8% +$77.6K 5.61% 6
2020
Q3 		$9.47M Sell
231,460
-28,626
-11% -$1.17M 5.45% 6
2020
Q2 		$10.1M Buy
260,086
+5,611
+2% +$205K 7.79% 4
2020
Q1 		$8.48M Buy
254,475
+22,448
+10% +$901K 8.06% 4
2019
Q4 		$10.2M Buy
232,027
+610
+0.3% +$26K 8.25% 3
2019
Q3 		$9.81M Sell
231,417
-64,336
-22% -$2.63M 8.73% 3
2019
Q2 		$12.3M Buy
295,753
+15,897
+6% +$655K 11.51% 3
2019
Q1 		$11.4M Sell
279,856
-6,709
-2% -$268K 9.77% 4
2018
Q4 		$10.6M Buy
286,565
+26,494
+10% +$1.05M 10.53% 3
2018
Q3 		$10.3M Buy
260,071
+23,388
+10% +$1.01M 10.49% 3
2018
Q2 		$10.2M Buy
236,683
+5,829
+3% +$260K 9.09% 3
2018
Q1 		$10.2M Buy
230,854
+108,869
+89% +$4.94M 9.98% 2
2017
Q4 		$5.47M Buy
+121,985
New +$5.39M 5.82% 5

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Financial Strategies's VEA Position: Q3 2022 in Review

Legacy Financial Strategies sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2022, closing a stake of 77,028 shares — an estimated $3.14M sold.

Legacy Financial Strategies first reported a position in VEA in Q4 2017 and held it in 19 quarters. The position peaked at $12.3M in Q2 2019. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Legacy Financial Strategies reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy Financial Strategies sold 77,028 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $3.14M.
  • Legacy Financial Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 19 quarters.
  • Legacy Financial Strategies's Vanguard FTSE Developed Markets ETF position peaked at $12.3M in Q2 2019.
  • 1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Legacy Financial Strategies's 13F filing for Q3 2022, filed 8 Nov 2022.