Personal Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-10,289	Closed	-$494K	–	64
2022 Q1	$494K	Buy	10,289 +460	+5%	+$22.4K	0.22%	46
2021 Q4	$502K	Sell	9,829 -1,279	-12%	-$65.7K	0.21%	50
2021 Q3	$561K	Buy	11,108 +349	+3%	+$18.2K	0.24%	43
2021 Q2	$554K	Hold	10,759	–	–	0.22%	46
2021 Q1	$528K	Hold	10,759	–	–	0.24%	45
2020 Q4	$508K	Hold	10,759	–	–	0.24%	40
2020 Q3	$440K	Hold	10,759	–	–	0.23%	41
2020 Q2	$417K	Hold	10,759	–	–	0.23%	40
2020 Q1	$359K	Hold	10,759	–	–	0.22%	43
2019 Q4	$474K	Hold	10,759	–	–	0.2%	40
2019 Q3	$442K	Buy	10,759 +9,004	+513%	+$368K	0.2%	43
2019 Q2	$73K	Buy	+1,755	New	+$72.3K	0.03%	109

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Personal Wealth Partners's VEA Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 10,289 shares — an estimated $494K sold.

Personal Wealth Partners first reported a position in VEA in Q2 2019 and held it in 12 quarters. The position peaked at $561K in Q3 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 10,289 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $494K.
Personal Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and held it in 12 quarters.
Personal Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $561K in Q3 2021.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.