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Neumann Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Neumann Capital 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
Q4 		– Sell
-88,750
Closed -$3.23M – 90
2022
Q3 		$3.23M Buy
+88,750
New +$3.62M 1.66% 19

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neumann Capital Management's VEA Position: Q4 2022 in Review

Neumann Capital Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 88,750 shares — an estimated $3.23M sold.

Neumann Capital Management first reported a position in VEA in Q3 2022 and held it in 1 quarter. The position peaked at $3.23M in Q3 2022. 1,854 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

  • Neumann Capital Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Neumann Capital Management sold 88,750 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $3.23M.
  • Neumann Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and held it in 1 quarter.
  • Neumann Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $3.23M in Q3 2022.
  • 1,854 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Neumann Capital Management's 13F filing for Q4 2022, filed 6 Feb 2023.