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Lyell Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lyell Wealth Management’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
2024
Q2 		– Sell
-4,582
Closed -$230K – 204
2024
Q1 		$230K Buy
+4,582
New +$221K 0.02% 186

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lyell Wealth Management's VEA Position: Q2 2024 in Review

Lyell Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 4,582 shares — an estimated $230K sold.

Lyell Wealth Management first reported a position in VEA in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Lyell Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 4,582 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $230K.
  • Lyell Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and held it in 1 quarter.
  • Lyell Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $230K in Q1 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Lyell Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.