Polaris Wealth Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$21.9M	Sell	500,656 -11,540	-2%	-$528K	1.67%	15
2023 Q2	$23.7M	Buy	+512,196	New	+$23.6M	1.79%	19
2018 Q4	–	Sell	-3,940	Closed	-$170K	–	444
2018 Q3	$170K	Buy	3,940 +256	+7%	+$11K	0.01%	166
2018 Q2	$163K	Hold	3,684	–	–	0.01%	106
2018 Q1	$163K	Buy	+3,684	New	+$167K	0.01%	147

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

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

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

Polaris Wealth Advisory Group's VEA Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.3% in Q3 2023, selling an estimated $528K and leaving 500,656 shares worth $21.9M. The position accounts for 1.67% of the portfolio, ranked #15.

Polaris Wealth Advisory Group first reported a position in VEA in Q1 2018 and has held it in 5 quarters since. The position peaked at $23.7M in Q2 2023. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Polaris Wealth Advisory Group held 500,656 shares of Vanguard FTSE Developed Markets ETF worth $21.9M as of Q3 2023.
Polaris Wealth Advisory Group sold 11,540 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $528K.
Vanguard FTSE Developed Markets ETF made up 1.67% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #15 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's Vanguard FTSE Developed Markets ETF position peaked at $23.7M in Q2 2023.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.