Quad-Cities Investment Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Quad-Cities Investment 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 Q1	–	Sell	-7,541	Closed	-$316K	–	179
2022 Q4	$316K	Sell	7,541 -1,330	-15%	-$53.9K	0.23%	107
2022 Q3	$323K	Sell	8,871 -2,519	-22%	-$103K	0.25%	103
2022 Q2	$465K	Sell	11,390 -582	-5%	-$25.9K	0.34%	79
2022 Q1	$575K	Sell	11,972 -4,584	-28%	-$223K	0.37%	75
2021 Q4	$845K	Buy	16,556 +9,550	+136%	+$490K	0.53%	49
2021 Q3	$354K	Buy	7,006 +871	+14%	+$45.3K	0.25%	106
2021 Q2	$316K	Buy	+6,135	New	+$317K	0.21%	121
2019 Q4	–	Sell	-380	Closed	-$15K	–	678
2019 Q3	$15K	Hold	380	–	–	0.01%	540
2019 Q2	$16K	Hold	380	–	–	0.01%	541
2019 Q1	$15K	Hold	380	–	–	0.01%	541
2018 Q4	$14K	Sell	380 -45	-11%	-$1.78K	0.01%	543
2018 Q3	$18K	Hold	425	–	–	0.02%	536
2018 Q2	$18K	Buy	+425	New	+$18.9K	0.02%	545

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

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

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

Quad-Cities Investment Group's VEA Position: Q1 2023 in Review

Quad-Cities Investment Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 7,541 shares — an estimated $316K sold.

Quad-Cities Investment Group first reported a position in VEA in Q2 2018 and held it in 13 quarters. The position peaked at $845K in Q4 2021. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Quad-Cities Investment Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Quad-Cities Investment Group sold 7,541 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $316K.
Quad-Cities Investment Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 13 quarters.
Quad-Cities Investment Group's Vanguard FTSE Developed Markets ETF position peaked at $845K in Q4 2021.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Quad-Cities Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.