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

Lokken 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
2022
Q1 		– Sell
-4,968
Closed -$254K – 144
2021
Q4 		$254K Sell
4,968
-931
-16% -$47.8K 0.18% 110
2021
Q3 		$298K Buy
5,899
+2
+0% +$104 0.24% 88
2021
Q2 		$304K Buy
5,897
+29
+0.5% +$1.5K 0.25% 86
2021
Q1 		$288K Sell
5,868
-282
-5% -$13.8K 0.25% 88
2020
Q4 		$290K Buy
+6,150
New +$271K 0.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Lokken Investment Group's VEA Position: Q1 2022 in Review

Lokken Investment Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 4,968 shares — an estimated $254K sold.

Lokken Investment Group first reported a position in VEA in Q4 2020 and held it in 5 quarters. The position peaked at $304K in Q2 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

  • Lokken Investment Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 4,968 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $254K.
  • Lokken Investment Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 5 quarters.
  • Lokken Investment Group's Vanguard FTSE Developed Markets ETF position peaked at $304K in Q2 2021.
  • 1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.