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

SevenBridge 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
Q2 		– Sell
-4,784
Closed -$230K – 163
2022
Q1 		$230K Buy
4,784
+42
+0.9% +$2.04K 0.08% 142
2021
Q4 		$242K Hold
4,742
– – 0.07% 158
2021
Q3 		$239K Hold
4,742
– – 0.08% 155
2021
Q2 		$244K Hold
4,742
– – 0.08% 152
2021
Q1 		$233K Hold
4,742
– – 0.08% 142
2020
Q4 		$224K Sell
4,742
-305
-6% -$13.4K 0.09% 143
2020
Q3 		$206K Sell
5,047
-750
-13% -$30.8K 0.09% 131
2020
Q2 		$225K Buy
+5,797
New +$212K 0.11% 126
2020
Q1 		– Sell
-6,047
Closed -$266K – 149
2019
Q4 		$266K Hold
6,047
– – 0.07% 131
2019
Q3 		$248K Hold
6,047
– – 0.13% 120
2019
Q2 		$252K Hold
6,047
– – 0.09% 132
2019
Q1 		$247K Hold
6,047
– – 0.09% 125
2018
Q4 		$224K Sell
6,047
-353
-6% -$14K 0.14% 109
2018
Q3 		$277K Sell
6,400
-132
-2% -$5.69K 0.15% 109
2018
Q2 		$280K Hold
6,532
– – 0.16% 109
2018
Q1 		$289K Hold
6,532
– – 0.17% 107
2017
Q4 		$293K Buy
6,532
+80
+1% +$3.53K 0.16% 113
2017
Q3 		$280K Hold
6,452
– – 0.16% 117
2017
Q2 		$267K Buy
6,452
+36
+0.6% +$1.47K 0.16% 115
2017
Q1 		$250K Sell
6,416
-289
-4% -$11.1K 0.16% 115
2016
Q4 		$244K Hold
6,705
– – 0.18% 116
2016
Q3 		$244K Sell
6,705
-1,179
-15% -$43.4K 0.18% 116
2016
Q2 		$279K Buy
+7,884
New +$285K 0.2% 106

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

SevenBridge Financial Group's VEA Position: Q2 2022 in Review

SevenBridge Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 4,784 shares — an estimated $230K sold.

SevenBridge Financial Group first reported a position in VEA in Q2 2016 and held it in 23 quarters. The position peaked at $293K in Q4 2017. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • SevenBridge Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,784 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $230K.
  • SevenBridge Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and held it in 23 quarters.
  • SevenBridge Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $293K in Q4 2017.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on SevenBridge Financial Group's 13F filing for Q2 2022, filed 12 Jul 2022.