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Pinnacle Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Pinnacle Private Wealth’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 		$230K Sell
5,630
-14,698
-72% -$653K 0.09% 236
2022
Q1 		$976K Buy
20,328
+1,487
+8% +$72.4K 0.3% 80
2021
Q4 		$962K Buy
+18,841
New +$967K 0.3% 78

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Pinnacle Private Wealth's VEA Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 72% in Q2 2022, selling an estimated $653K and leaving 5,630 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #236.

Pinnacle Private Wealth first reported a position in VEA in Q4 2021 and has held it in 3 quarters since. The position peaked at $976K in Q1 2022. 1,765 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Pinnacle Private Wealth held 5,630 shares of Vanguard FTSE Developed Markets ETF worth $230K as of Q2 2022.
  • Pinnacle Private Wealth sold 14,698 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $653K.
  • Vanguard FTSE Developed Markets ETF made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #236 holding.
  • Pinnacle Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $976K in Q1 2022.
  • 1,765 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.