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 $1.55T 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 22.9% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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. 1,884 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.
1,884 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.