Sierra Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sierra Capital’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 Q1	–	Sell	-278	Closed	-$12K	–	539
2022 Q4	$12K	Sell	278 -106	-28%	-$4.29K	﹤0.01%	346
2022 Q3	$14K	Buy	384 +38	+11%	+$1.55K	﹤0.01%	348
2022 Q2	$14K	Sell	346 -263	-43%	-$11.7K	﹤0.01%	423
2022 Q1	$29K	Buy	+609	New	+$29.6K	﹤0.01%	388

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sierra Capital's VEA Position: Q1 2023 in Review

Sierra Capital sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 278 shares — an estimated $12K sold.

Sierra Capital first reported a position in VEA in Q1 2022 and held it in 4 quarters. The position peaked at $29K in Q1 2022. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Sierra Capital reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 278 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $12K.
Sierra Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and held it in 4 quarters.
Sierra Capital's Vanguard FTSE Developed Markets ETF position peaked at $29K in Q1 2022.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.