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

Mystic 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
2023 Q2	–	Sell	-5,315	Closed	-$240K	–	149
2023 Q1	$240K	Hold	5,315	–	–	0.13%	135
2022 Q4	$223K	Buy	+5,315	New	+$215K	0.13%	143
2022 Q3	–	Sell	-6,315	Closed	-$257K	–	151
2022 Q2	$257K	Hold	6,315	–	–	0.16%	130
2022 Q1	$303K	Buy	6,315 +315	+5%	+$15.3K	0.16%	128
2021 Q4	$306K	Buy	+6,000	New	+$308K	0.14%	132

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

Mystic Asset Management's VEA Position: Q2 2023 in Review

Mystic Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 5,315 shares — an estimated $240K sold.

Mystic Asset Management first reported a position in VEA in Q4 2021 and held it in 5 quarters. The position peaked at $306K in Q4 2021. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Mystic Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
Mystic Asset Management sold 5,315 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $240K.
Mystic Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 5 quarters.
Mystic Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $306K in Q4 2021.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Mystic Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.