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Soundmark Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Soundmark Wealth 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
2024
Q2 		– Sell
-105,131
Closed -$5.27M – 54
2024
Q1 		$5.27M Sell
105,131
-10,411
-9% -$503K 2.34% 15
2023
Q4 		$5.53M Buy
115,542
+1,814
+2% +$81.2K 2.74% 15
2023
Q3 		$4.97M Sell
113,728
-4,520
-4% -$207K 2.76% 15
2023
Q2 		$5.46M Sell
118,248
-2,289
-2% -$105K 3.05% 13
2023
Q1 		$5.44M Sell
120,537
-133
-0.1% -$5.92K 3.26% 12
2022
Q4 		$5.06M Sell
120,670
-19,268
-14% -$780K 3.27% 11
2022
Q3 		$5.09M Buy
139,938
+2,510
+2% +$102K 3.57% 8
2022
Q2 		$5.61M Sell
137,428
-29,211
-18% -$1.3M 4% 8
2022
Q1 		$8M Buy
166,639
+2,823
+2% +$137K 5.61% 4
2021
Q4 		$8.36M Sell
163,816
-344,989
-68% -$17.7M 5.72% 4
2021
Q3 		$25.7M Buy
508,805
+35,839
+8% +$1.86M 9.26% 2
2021
Q2 		$24.5M Buy
472,966
+35,058
+8% +$1.81M 10.09% 2
2021
Q1 		$21.5M Buy
437,908
+66,010
+18% +$3.22M 11.79% 1
2020
Q4 		$17.6M Buy
+371,898
New +$16.4M 11.21% 1

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Soundmark Wealth Management's VEA Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 105,131 shares — an estimated $5.27M sold.

Soundmark Wealth Management first reported a position in VEA in Q4 2020 and held it in 14 quarters. The position peaked at $25.7M in Q3 2021. 2,161 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 105,131 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $5.27M.
  • Soundmark Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $25.7M in Q3 2021.
  • 2,161 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.