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

Prism 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	–	Sell	-84,926	Closed	-$3.09M	–	53
2022 Q3	$3.09M	Buy	+84,926	New	+$3.46M	1.25%	22
2020 Q1	–	Sell	-6,609	Closed	-$291K	–	66
2019 Q4	$291K	Hold	6,609	–	–	0.15%	51
2019 Q3	$271K	Hold	6,609	–	–	0.15%	48
2019 Q2	$276K	Sell	6,609 -4,657	-41%	-$192K	0.16%	48
2019 Q1	$460K	Sell	11,266 -3,613	-24%	-$144K	0.26%	42
2018 Q4	$552K	Buy	14,879 +5,144	+53%	+$204K	0.35%	40
2018 Q3	$393K	Buy	9,735 +1,476	+18%	+$63.6K	0.23%	40
2018 Q2	$356K	Hold	8,259	–	–	0.19%	43
2018 Q1	$375K	Hold	8,259	–	–	0.21%	40
2017 Q4	$370K	Buy	+8,259	New	+$365K	0.2%	39

Other funds holding VEA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Prism Advisors's VEA Position: Q4 2022 in Review

Prism Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 84,926 shares — an estimated $3.09M sold.

Prism Advisors first reported a position in VEA in Q4 2017 and held it in 10 quarters. The position peaked at $3.09M in Q3 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Prism Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
Prism Advisors sold 84,926 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $3.09M.
Prism Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 10 quarters.
Prism Advisors's Vanguard FTSE Developed Markets ETF position peaked at $3.09M in Q3 2022.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Prism Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.