Lumature Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lumature Wealth Partners’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	$93.3K	Hold	2,021	–	–	0.06%	195
2023 Q1	$91.3K	Hold	2,021	–	–	0.05%	192
2022 Q4	$84.8K	Hold	2,021	–	–	0.05%	194
2022 Q3	$73K	Hold	2,021	–	–	0.04%	206
2022 Q2	$82K	Hold	2,021	–	–	0.04%	211
2022 Q1	$97K	Hold	2,021	–	–	0.04%	214
2021 Q4	$103K	Hold	2,021	–	–	0.04%	177
2021 Q3	$102K	Hold	2,021	–	–	0.04%	177
2021 Q2	$104K	Hold	2,021	–	–	0.04%	175
2021 Q1	$99K	Buy	+2,021	New	+$98.7K	0.05%	169

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

Lumature Wealth Partners's VEA Position: Q2 2023 in Review

Lumature Wealth Partners held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2023 at 2,021 shares worth $93.3K. The position accounts for 0.06% of the portfolio, ranked #195.

Lumature Wealth Partners first reported a position in VEA in Q1 2021 and has held it in 10 quarters since. The position peaked at $104K in Q2 2021. 1,930 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Lumature Wealth Partners held 2,021 shares of Vanguard FTSE Developed Markets ETF worth $93.3K as of Q2 2023.
Lumature Wealth Partners left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2023.
Vanguard FTSE Developed Markets ETF made up 0.06% of Lumature Wealth Partners's portfolio in Q2 2023, its #195 holding.
Lumature Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $104K in Q2 2021.
1,930 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

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