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SFMG Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SFMG Wealth 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
2024
Q3 		– Sell
-6,603
Closed -$326K – 282
2024
Q2 		$326K Buy
+6,603
New +$329K 0.03% 183

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFMG Wealth Advisors's VEA Position: Q3 2024 in Review

SFMG Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 6,603 shares — an estimated $326K sold.

SFMG Wealth Advisors first reported a position in VEA in Q2 2024 and held it in 1 quarter. The position peaked at $326K in Q2 2024. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • SFMG Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 6,603 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $326K.
  • SFMG Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and held it in 1 quarter.
  • SFMG Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $326K in Q2 2024.
  • 2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on SFMG Wealth Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.