Personal Capital Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Personal Capital 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	$21.7M	Buy	518,181 +77,563	+18%	+$3.14M	0.11%	128
2022 Q3	$16M	Buy	440,618 +80,703	+22%	+$3.29M	0.09%	132
2022 Q2	$14.7M	Buy	359,915 +5,111	+1%	+$227K	0.08%	134
2022 Q1	$17M	Buy	354,804 +12,819	+4%	+$624K	0.08%	132
2021 Q4	$17.5M	Buy	341,985 +27,243	+9%	+$1.4M	0.08%	131
2021 Q3	$15.9M	Buy	314,742 +23,993	+8%	+$1.25M	0.08%	129
2021 Q2	$15M	Buy	290,749 +18,525	+7%	+$956K	0.08%	130
2021 Q1	$13.4M	Buy	272,224 +42,172	+18%	+$2.06M	0.08%	134
2020 Q4	$10.9M	Buy	230,052 +63,746	+38%	+$2.8M	0.07%	137
2020 Q3	$6.8M	Buy	166,306 +36,922	+29%	+$1.51M	0.05%	150
2020 Q2	$5.02M	Sell	129,384 -26,582	-17%	-$971K	0.04%	160
2020 Q1	$5.14M	Buy	155,966 +48,215	+45%	+$1.93M	0.05%	156
2019 Q4	$4.75M	Buy	107,751 +22,617	+27%	+$964K	0.04%	163
2019 Q3	$3.5M	Buy	85,134 +15,674	+23%	+$640K	0.03%	164
2019 Q2	$2.9M	Sell	69,460 -1,715	-2%	-$70.7K	0.03%	166
2019 Q1	$2.91M	Sell	71,175 -8,720	-11%	-$348K	0.03%	160
2018 Q4	$2.96M	Buy	79,895 +21,199	+36%	+$839K	0.04%	148
2018 Q3	$2.54M	Buy	58,696 +3,454	+6%	+$149K	0.03%	159
2018 Q2	$2.37M	Buy	55,242 +10,523	+24%	+$469K	0.03%	154
2018 Q1	$1.98M	Sell	44,719 -4,558	-9%	-$207K	0.03%	157
2017 Q4	$2.21M	Buy	49,277 +21,006	+74%	+$928K	0.04%	155
2017 Q3	$1.23M	Buy	28,271 +19,586	+226%	+$831K	0.02%	162
2017 Q2	$359K	Sell	8,685 -9,988	-53%	-$407K	0.01%	188
2017 Q1	$738K	Buy	18,673 +12,415	+198%	+$476K	0.02%	149
2016 Q4	$229K	Sell	6,258 -2,011	-24%	-$73.4K	0.01%	167
2016 Q3	$307K	Buy	+8,269	New	+$304K	0.01%	149
2016 Q1	–	Sell	-21,832	Closed	-$802K	–	171
2015 Q4	$802K	Buy	21,832 +16,059	+278%	+$602K	0.04%	128
2015 Q3	$206K	Sell	5,773 -2,038	-26%	-$78.3K	0.01%	140
2015 Q2	$310K	Buy	+7,811	New	+$323K	0.02%	132

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Personal Capital Advisors's VEA Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 18% in Q4 2022, buying an estimated $3.14M and bringing the position to 518,181 shares worth $21.7M. The position accounts for 0.11% of the portfolio, ranked #128.

Personal Capital Advisors first reported a position in VEA in Q2 2015 and has held it in 29 quarters since. 1,855 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Personal Capital Advisors held 518,181 shares of Vanguard FTSE Developed Markets ETF worth $21.7M as of Q4 2022.
Personal Capital Advisors bought 77,563 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $3.14M.
Vanguard FTSE Developed Markets ETF made up 0.11% of Personal Capital Advisors's portfolio in Q4 2022, its #128 holding.
Personal Capital Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and has held it in 29 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.