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

Southern 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
2023 Q1	$3.4M	Buy	75,302 +641	+0.9%	+$28.6K	1.32%	22
2022 Q4	$3.13M	Sell	74,661 -14,944	-17%	-$605K	1.26%	23
2022 Q3	$3.46M	Sell	89,605 -10,714	-11%	-$437K	1.39%	23
2022 Q2	$4.09M	Buy	100,319 +23,917	+31%	+$1.06M	1.57%	21
2022 Q1	$3.67M	Buy	76,402 +17,984	+31%	+$875K	1.2%	22
2021 Q4	$2.98M	Buy	58,418 +9,356	+19%	+$480K	1.18%	26
2021 Q3	$2.48M	Buy	49,062 +2,110	+4%	+$110K	0.73%	31
2021 Q2	$2.46M	Buy	46,952 +14,271	+44%	+$737K	0.71%	31
2021 Q1	$1.6M	Buy	32,681 +8,680	+36%	+$424K	0.53%	34
2020 Q4	$1.13M	Buy	24,001 +2,777	+13%	+$122K	0.43%	37
2020 Q3	$868K	Buy	21,224 +13,698	+182%	+$562K	0.32%	39
2020 Q2	$292K	Buy	7,526 +3	+0%	+$110	0.06%	49
2020 Q1	$251K	Sell	7,523 -47,728	-86%	-$1.91M	0.05%	51
2019 Q4	$2.43M	Buy	+55,251	New	+$2.36M	0.46%	19

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

Southern Wealth Management's VEA Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.86% in Q1 2023, buying an estimated $28.6K and bringing the position to 75,302 shares worth $3.4M. The position accounts for 1.32% of the portfolio, ranked #22.

Southern Wealth Management first reported a position in VEA in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.09M in Q2 2022. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Southern Wealth Management held 75,302 shares of Vanguard FTSE Developed Markets ETF worth $3.4M as of Q1 2023.
Southern Wealth Management bought 641 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $28.6K.
Vanguard FTSE Developed Markets ETF made up 1.32% of Southern Wealth Management's portfolio in Q1 2023, its #22 holding.
Southern Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $4.09M in Q2 2022.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.