PFS Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

PFS Investments’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
2023 Q2	$7.21M	Buy	156,111 +13,734	+10%	+$632K	0.12%	169
2023 Q1	$6.45M	Buy	142,377 +5,411	+4%	+$241K	0.11%	169
2022 Q4	$5.75M	Buy	136,966 +24,509	+22%	+$993K	0.11%	177
2022 Q3	$4.09K	Buy	112,457 +25,900	+30%	+$1.06M	0.07%	199
2022 Q2	$3.53M	Buy	86,557 +40,478	+88%	+$1.8M	0.07%	224
2022 Q1	$2.21M	Buy	46,079 +16,202	+54%	+$788K	0.04%	268
2021 Q4	$1.53M	Sell	29,877 -6,309	-17%	-$324K	0.03%	305
2021 Q3	$1.92M	Buy	36,186 +5,820	+19%	+$303K	0.04%	269
2021 Q2	$1.57M	Buy	30,366 +15,225	+101%	+$786K	0.04%	268
2021 Q1	$744K	Buy	+15,141	New	+$740K	0.02%	283

Other funds holding VEA

Bank of America

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

Creative Planning

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

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 San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

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