Norwood Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Norwood Financial’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
2024 Q1	$455K	Buy	9,066 +950	+12%	+$45.9K	0.66%	36
2023 Q4	$389K	Sell	8,116 -500	-6%	-$22.4K	0.59%	37
2023 Q3	$377K	Sell	8,616 -50	-0.6%	-$2.29K	0.61%	38
2023 Q2	$400K	Sell	8,666 -20	-0.2%	-$920	0.6%	39
2023 Q1	$392K	Sell	8,686 -190	-2%	-$8.46K	0.62%	40
2022 Q4	$373K	Sell	8,876 -450	-5%	-$18.2K	0.59%	42
2022 Q3	$339K	Sell	9,326 -75	-0.8%	-$3.06K	0.6%	44
2022 Q2	$383K	Sell	9,401 -675	-7%	-$30K	0.65%	41
2022 Q1	$484K	Buy	10,076 +1,845	+22%	+$89.8K	0.7%	39
2021 Q4	$420K	Buy	+8,231	New	+$423K	0.58%	46

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norwood Financial's VEA Position: Q1 2024 in Review

Norwood Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 12% in Q1 2024, buying an estimated $45.9K and bringing the position to 9,066 shares worth $455K. The position accounts for 0.66% of the portfolio, ranked #36.

Norwood Financial first reported a position in VEA in Q4 2021 and has held it in 10 quarters since. The position peaked at $484K in Q1 2022. 2,148 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Norwood Financial held 9,066 shares of Vanguard FTSE Developed Markets ETF worth $455K as of Q1 2024.
Norwood Financial bought 950 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $45.9K.
Vanguard FTSE Developed Markets ETF made up 0.66% of Norwood Financial's portfolio in Q1 2024, its #36 holding.
Norwood Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 10 quarters since.
Norwood Financial's Vanguard FTSE Developed Markets ETF position peaked at $484K in Q1 2022.
2,148 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.