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Spartan Planning & Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Spartan Planning & 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
Q4 		$73.5K Sell
1,534
-11,141
-88% -$499K 0.08% 113
2023
Q3 		$554K Buy
+12,675
New +$580K 0.65% 24
2022
Q4 		$1.6M Buy
+38,136
New +$1.54M 1.99% 9

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Spartan Planning & Wealth Management's VEA Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 88% in Q4 2023, selling an estimated $499K and leaving 1,534 shares worth $73.5K. The position accounts for 0.08% of the portfolio, ranked #113.

Spartan Planning & Wealth Management first reported a position in VEA in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.6M in Q4 2022. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,534 shares of Vanguard FTSE Developed Markets ETF worth $73.5K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 11,141 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $499K.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #113 holding.
  • Spartan Planning & Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.6M in Q4 2022.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.