Sentinel Pension Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sentinel Pension Advisors’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 Q3	–	Sell	-31,282	Closed	-$1.44M	–	104
2023 Q2	$1.44M	Sell	31,282 -1,952	-6%	-$89.8K	0.35%	42
2023 Q1	$1.5M	Buy	+33,234	New	+$1.48M	0.38%	40
2022 Q1	–	Sell	-4,030	Closed	-$206K	–	107
2021 Q4	$206K	Buy	+4,030	New	+$207K	0.06%	96

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sentinel Pension Advisors's VEA Position: Q3 2023 in Review

Sentinel Pension Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2023, closing a stake of 31,282 shares — an estimated $1.44M sold.

Sentinel Pension Advisors first reported a position in VEA in Q4 2021 and held it in 3 quarters. The position peaked at $1.5M in Q1 2023. 1,933 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Sentinel Pension Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
Sentinel Pension Advisors sold 31,282 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $1.44M.
Sentinel Pension Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 3 quarters.
Sentinel Pension Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.5M in Q1 2023.
1,933 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Sentinel Pension Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.