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Solitude Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Solitude Financial Services’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
Q1 		– Sell
-333,280
Closed -$16M – 45
2023
Q4 		$16M Sell
333,280
-4,955
-1% -$222K 8.74% 3
2023
Q3 		$14.8M Buy
338,235
+18,291
+6% +$837K 8.35% 3
2023
Q2 		$14.8M Buy
319,944
+16,739
+6% +$770K 8.38% 3
2023
Q1 		$13.7M Buy
303,205
+2,666
+0.9% +$119K 8.79% 3
2022
Q4 		$12.6M Sell
300,539
-13,814
-4% -$560K 8.64% 3
2022
Q3 		$11.4M Buy
314,353
+19,870
+7% +$810K 8.35% 3
2022
Q2 		$12M Buy
294,483
+94,663
+47% +$4.21M 8.43% 3
2022
Q1 		$9.6M Buy
199,820
+9,943
+5% +$484K 6% 7
2021
Q4 		$9.7M Buy
189,877
+14,097
+8% +$724K 6.45% 5
2021
Q3 		$8.88M Buy
175,780
+90,559
+106% +$4.71M 6.11% 5
2021
Q2 		$4.39M Buy
85,221
+26,914
+46% +$1.39M 3.18% 10
2021
Q1 		$2.86M Buy
58,307
+21,892
+60% +$1.07M 2.31% 14
2020
Q4 		$1.72M Buy
+36,415
New +$1.6M 1.51% 17

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

Solitude Financial Services's VEA Position: Q1 2024 in Review

Solitude Financial Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 333,280 shares — an estimated $16M sold.

Solitude Financial Services first reported a position in VEA in Q4 2020 and held it in 13 quarters. The position peaked at $16M in Q4 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Solitude Financial Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Solitude Financial Services sold 333,280 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $16M.
  • Solitude Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 13 quarters.
  • Solitude Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $16M in Q4 2023.
  • 2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Solitude Financial Services's 13F filing for Q1 2024, filed 22 Apr 2024.