ML&R Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

ML&R 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 Q2	–	Sell	-18,187	Closed	-$822K	–	99
2023 Q1	$822K	Buy	18,187 +982	+6%	+$43.7K	0.22%	32
2022 Q4	$722K	Buy	17,205 +9,058	+111%	+$367K	0.22%	31
2022 Q3	$296K	Buy	8,147 +2,287	+39%	+$93.2K	0.1%	50
2022 Q2	$239K	Buy	5,860 +768	+15%	+$34.1K	0.11%	43
2022 Q1	$245K	Hold	5,092	–	–	0.09%	41
2021 Q4	$260K	Buy	+5,092	New	+$261K	0.1%	37

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

ML&R Wealth Management's VEA Position: Q2 2023 in Review

ML&R Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 18,187 shares — an estimated $822K sold.

ML&R Wealth Management first reported a position in VEA in Q4 2021 and held it in 6 quarters. The position peaked at $822K in Q1 2023. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

ML&R Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
ML&R Wealth Management sold 18,187 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $822K.
ML&R Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 6 quarters.
ML&R Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $822K in Q1 2023.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on ML&R Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.