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

MinichMacGregor 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
2023 Q1	–	Sell	-79	Closed	-$3.31K	–	626
2022 Q4	$3.31K	Buy	+79	New	+$3.2K	﹤0.01%	520
2020 Q2	–	Sell	-9,555	Closed	-$325K	–	115
2020 Q1	$325K	Sell	9,555 -13,037	-58%	-$523K	0.29%	68
2019 Q4	$995K	Sell	22,592 -506	-2%	-$21.6K	0.55%	29
2019 Q3	$948K	Sell	23,098 -120	-0.5%	-$4.9K	0.64%	27
2019 Q2	$972K	Sell	23,218 -1,801	-7%	-$74.2K	0.68%	27
2019 Q1	$1.03M	Buy	+25,019	New	+$1,000K	0.78%	27
2018 Q4	–	Sell	-126,388	Closed	-$5.48M	–	499
2018 Q3	$5.48M	Buy	126,388 +1,191	+1%	+$51.3K	3.62%	11
2018 Q2	$5.31M	Buy	125,197 +3,441	+3%	+$153K	3.78%	9
2018 Q1	$5.39M	Buy	121,756 +121,486	+44,995%	+$5.51M	4.2%	6
2017 Q4	$12K	Hold	270	–	–	0.01%	281
2017 Q3	$11K	Hold	270	–	–	0.01%	276
2017 Q2	$11K	Hold	270	–	–	0.01%	264
2017 Q1	$10K	Buy	+270	New	+$10.3K	0.01%	278

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

MinichMacGregor Wealth Management's VEA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 79 shares — an estimated $3.31K sold.

MinichMacGregor Wealth Management first reported a position in VEA in Q1 2017 and held it in 13 quarters. The position peaked at $5.48M in Q3 2018. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 79 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $3.31K.
MinichMacGregor Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and held it in 13 quarters.
MinichMacGregor Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $5.48M in Q3 2018.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.