M&R Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

M&R Capital 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
2022 Q4	–	Sell	-181	Closed	-$6K	–	623
2022 Q3	$6K	Hold	181	–	–	﹤0.01%	371
2022 Q2	$7K	Buy	+181	New	+$8.05K	﹤0.01%	360
2016 Q4	–	Sell	-525	Closed	-$19.2K	–	584
2016 Q3	$19K	Hold	525	–	–	0.01%	368
2016 Q2	$18K	Buy	+525	New	+$19K	0.01%	378

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&R Capital Management's VEA Position: Q4 2022 in Review

M&R Capital Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 181 shares — an estimated $6K sold.

M&R Capital Management first reported a position in VEA in Q2 2016 and held it in 4 quarters. The position peaked at $19K in Q3 2016. 1,857 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

M&R Capital Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
M&R Capital Management sold 181 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $6K.
M&R Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and held it in 4 quarters.
M&R Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $19K in Q3 2016.
1,857 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on M&R Capital Management's 13F filing for Q4 2022, filed 11 Jan 2023.