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Retirement Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Retirement 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
2024
Q1 		$930K Sell
18,539
-627
-3% -$30.3K 0.33% 44
2023
Q4 		$918K Sell
19,166
-1,053
-5% -$47.1K 0.37% 40
2023
Q3 		$884K Sell
20,219
-294
-1% -$13.5K 0.37% 38
2023
Q2 		$947K Buy
20,513
+7
+0% +$322 0.39% 40
2023
Q1 		$926K Sell
20,506
-129
-0.6% -$5.75K 0.42% 38
2022
Q4 		$866K Buy
20,635
+16,034
+348% +$649K 0.42% 42
2022
Q3 		$167K Sell
4,601
-19,162
-81% -$781K 0.13% 63
2022
Q2 		$970K Buy
23,763
+1,441
+6% +$64.1K 0.4% 41
2022
Q1 		$1.07M Sell
22,322
-118
-0.5% -$5.74K 0.41% 37
2021
Q4 		$1.15M Sell
22,440
-1,116
-5% -$57.3K 0.5% 34
2021
Q3 		$1.19M Sell
23,556
-22
-0.1% -$1.14K 0.55% 32
2021
Q2 		$1.22M Buy
23,578
+48
+0.2% +$2.48K 0.58% 30
2021
Q1 		$1.16M Sell
23,530
-697
-3% -$34.1K 0.52% 36
2020
Q4 		$1.14M Buy
24,227
+1
+0% +$44 0.52% 36
2020
Q3 		$991K Sell
24,226
-679
-3% -$27.9K 0.56% 42
2020
Q2 		$966K Buy
+24,905
New +$909K 0.6% 36
2019
Q4 		$1.04M Buy
+23,600
New +$1.01M 0.68% 36

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Group's VEA Position: Q1 2024 in Review

Retirement Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.3% in Q1 2024, selling an estimated $30.3K and leaving 18,539 shares worth $930K. The position accounts for 0.33% of the portfolio, ranked #44.

Retirement Group first reported a position in VEA in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2021. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Retirement Group held 18,539 shares of Vanguard FTSE Developed Markets ETF worth $930K as of Q1 2024.
  • Retirement Group sold 627 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $30.3K.
  • Vanguard FTSE Developed Markets ETF made up 0.33% of Retirement Group's portfolio in Q1 2024, its #44 holding.
  • Retirement Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Vanguard FTSE Developed Markets ETF position peaked at $1.22M in Q2 2021.
  • 2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.