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Provence Wealth Management Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Provence Wealth Management 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
Q4 		$63.7K Buy
1,331
+6
+0.5% +$269 0.03% 206
2023
Q3 		$57.9K Buy
+1,325
New +$60.6K 0.04% 194

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Provence Wealth Management Group's VEA Position: Q4 2023 in Review

Provence Wealth Management Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.45% in Q4 2023, buying an estimated $269 and bringing the position to 1,331 shares worth $63.7K. The position accounts for 0.03% of the portfolio, ranked #206.

Provence Wealth Management Group first reported a position in VEA in Q3 2023 and has held it in 2 quarters since. 2,122 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Provence Wealth Management Group held 1,331 shares of Vanguard FTSE Developed Markets ETF worth $63.7K as of Q4 2023.
  • Provence Wealth Management Group bought 6 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $269.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #206 holding.
  • Provence Wealth Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 2 quarters since.
  • 2,122 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.