Sonora Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sonora Investment Management’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
2021 Q3	$26K	Buy	507 +188	+59%	+$9.78K	﹤0.01%	568
2021 Q2	$16K	Sell	319 -450	-59%	-$23.2K	﹤0.01%	626
2021 Q1	$38K	Sell	769 -2,348	-75%	-$115K	﹤0.01%	696
2020 Q4	$147K	Buy	3,117 +1,828	+142%	+$80.4K	0.01%	340
2020 Q3	$53K	Buy	+1,289	New	+$52.9K	﹤0.01%	563
2020 Q2	–	Sell	-1,493	Closed	-$50K	–	1883
2020 Q1	$50K	Sell	1,493 -3,646	-71%	-$146K	0.01%	481
2019 Q4	$226K	Buy	5,139 +1,159	+29%	+$49.4K	0.02%	242
2019 Q3	$163K	Buy	3,980 +3,637	+1,060%	+$149K	0.02%	260
2019 Q2	$14K	Buy	343 +130	+61%	+$5.36K	﹤0.01%	1015
2019 Q1	$9K	Buy	+213	New	+$8.51K	﹤0.01%	1102
2018 Q2	–	Sell	-509	Closed	-$22.5K	–	1219
2018 Q1	$22.5K	Sell	509 -1,293	-72%	-$58.7K	﹤0.01%	538
2017 Q4	$80.8K	Buy	+1,802	New	+$79.6K	0.01%	291
2017 Q3	–	Sell	-896	Closed	-$37K	–	1224
2017 Q2	$37K	Buy	+896	New	+$36.5K	0.01%	377

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 $424B AUM 22.94% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management's VEA Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 59% in Q3 2021, buying an estimated $9.78K and bringing the position to 507 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Sonora Investment Management first reported a position in VEA in Q2 2017 and has held it in 13 quarters since. The position peaked at $226K in Q4 2019. 1,567 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

Sonora Investment Management held 507 shares of Vanguard FTSE Developed Markets ETF worth $26K as of Q3 2021.
Sonora Investment Management bought 188 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $9.78K.
Vanguard FTSE Developed Markets ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #568 holding.
Sonora Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 13 quarters since.
Sonora Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $226K in Q4 2019.
1,567 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.