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

Sage Financial 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
2022
Q4 		– Sell
-16,673
Closed -$606K – 99
2022
Q3 		$606K Sell
16,673
-696
-4% -$28.4K 0.08% 51
2022
Q2 		$709K Buy
+17,369
New +$772K 0.09% 48

Other funds holding VEA

Bank of America
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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sage Financial Group's VEA Position: Q4 2022 in Review

Sage Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 16,673 shares — an estimated $606K sold.

Sage Financial Group first reported a position in VEA in Q2 2022 and held it in 2 quarters. The position peaked at $709K in Q2 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

  • Sage Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Sage Financial Group sold 16,673 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $606K.
  • Sage Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and held it in 2 quarters.
  • Sage Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $709K in Q2 2022.
  • 1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Sage Financial Group's 13F filing for Q4 2022, filed 31 Jan 2023.