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

Sather 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
2024
Q2 		– Sell
-4,314
Closed -$216K – 98
2024
Q1 		$216K Hold
4,314
– – 0.02% 90
2023
Q4 		$207K Sell
4,314
-2,157
-33% -$96.6K 0.02% 91
2023
Q3 		$283K Buy
+6,471
New +$296K 0.02% 80

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Envestnet Asset Management
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Jones Financial Companies
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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

Sather Financial Group's VEA Position: Q2 2024 in Review

Sather Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 4,314 shares — an estimated $216K sold.

Sather Financial Group first reported a position in VEA in Q3 2023 and held it in 3 quarters. The position peaked at $283K in Q3 2023. 2,158 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Sather Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Sather Financial Group sold 4,314 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $216K.
  • Sather Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and held it in 3 quarters.
  • Sather Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $283K in Q3 2023.
  • 2,158 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Sather Financial Group's 13F filing for Q2 2024, filed 24 Jul 2024.