New England Guild Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

New England Guild Wealth Advisors’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	$5.18M	Buy	123,468 +4,997	+4%	+$202K	2.73%	10
2022 Q3	$4.31M	Sell	118,471 -89,944	-43%	-$3.67M	2.6%	11
2022 Q2	$8.5M	Buy	208,415 +3,182	+2%	+$141K	5.25%	3
2022 Q1	$9.86M	Buy	205,233 +76,766	+60%	+$3.74M	5.22%	4
2021 Q4	$6.56M	Buy	128,467 +8,457	+7%	+$434K	3.28%	8
2021 Q3	$6.06M	Buy	120,010 +9,987	+9%	+$519K	3.21%	8
2021 Q2	$5.67M	Buy	110,023 +12,474	+13%	+$644K	3.07%	7
2021 Q1	$4.79M	Buy	97,549 +6,942	+8%	+$339K	2.69%	13
2020 Q4	$4.28M	Buy	90,607 +12,350	+16%	+$543K	2.54%	14
2020 Q3	$3.2M	Sell	78,257 -1,489	-2%	-$61.1K	2.24%	13
2020 Q2	$3.09M	Sell	79,746 -4,655	-6%	-$170K	2.27%	14
2020 Q1	$2.81M	Sell	84,401 -113,906	-57%	-$4.57M	2.53%	10
2019 Q4	$8.74M	Buy	198,307 +7,357	+4%	+$314K	6.27%	4
2019 Q3	$7.84M	Buy	190,950 +8,365	+5%	+$342K	5.63%	6
2019 Q2	$7.62M	Sell	182,585 -1,868	-1%	-$77K	5.66%	6
2019 Q1	$7.54M	Buy	184,453 +6,539	+4%	+$261K	5.7%	6
2018 Q4	$6.6M	Buy	177,914 +7,662	+5%	+$303K	5.54%	6
2018 Q3	$7.37M	Sell	170,252 -3,923	-2%	-$169K	6.65%	3
2018 Q2	$7.47M	Sell	174,175 -311	-0.2%	-$13.9K	6.82%	3
2018 Q1	$7.72M	Sell	174,486 -1,726	-1%	-$78.3K	7.31%	1
2017 Q4	$7.91M	Buy	+176,212	New	+$7.78M	7.57%	1

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

New England Guild Wealth Advisors's VEA Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.2% in Q4 2022, buying an estimated $202K and bringing the position to 123,468 shares worth $5.18M. The position accounts for 2.73% of the portfolio, ranked #10.

New England Guild Wealth Advisors first reported a position in VEA in Q4 2017 and has held it in 21 quarters since. The position peaked at $9.86M in Q1 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

New England Guild Wealth Advisors held 123,468 shares of Vanguard FTSE Developed Markets ETF worth $5.18M as of Q4 2022.
New England Guild Wealth Advisors bought 4,997 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $202K.
Vanguard FTSE Developed Markets ETF made up 2.73% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #10 holding.
New England Guild Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $9.86M in Q1 2022.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.