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

Minot 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
2022 Q2	$233K	Sell	5,700 -1,167	-17%	-$51.9K	0.06%	164
2022 Q1	$330K	Buy	6,867 +2,102	+44%	+$102K	0.07%	155
2021 Q4	$243K	Hold	4,765	–	–	0.05%	172
2021 Q3	$241K	Hold	4,765	–	–	0.05%	176
2021 Q2	$247K	Buy	+4,765	New	+$246K	0.05%	174

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 22.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Minot Wealth Management's VEA Position: Q2 2022 in Review

Minot Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 17% in Q2 2022, selling an estimated $51.9K and leaving 5,700 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #164.

Minot Wealth Management first reported a position in VEA in Q2 2021 and has held it in 5 quarters since. The position peaked at $330K in Q1 2022. 1,765 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Minot Wealth Management held 5,700 shares of Vanguard FTSE Developed Markets ETF worth $233K as of Q2 2022.
Minot Wealth Management sold 1,167 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $51.9K.
Vanguard FTSE Developed Markets ETF made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #164 holding.
Minot Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and has held it in 5 quarters since.
Minot Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $330K in Q1 2022.
1,765 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.