McCarthy Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-389	Closed	-$19K	–	275
2022 Q1	$19K	Hold	389	–	–	0.01%	145
2021 Q4	$20K	Hold	389	–	–	0.01%	143
2021 Q3	$20K	Hold	389	–	–	0.02%	143
2021 Q2	$20K	Hold	389	–	–	0.01%	165
2021 Q1	$19K	Hold	389	–	–	0.01%	155
2020 Q4	$18K	Buy	+389	New	+$17.1K	0.01%	149

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

McCarthy Asset Management's VEA Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 389 shares — an estimated $19K sold.

McCarthy Asset Management first reported a position in VEA in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q4 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 389 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $19K.
McCarthy Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $20K in Q4 2021.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.