Spotlight Asset Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Spotlight Asset Group’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	$176K	Buy	3,555 +36	+1%	+$1.79K	0.12%	79
2024 Q1	$177K	Hold	3,519	–	–	0.13%	78
2023 Q4	$154K	Hold	3,519	–	–	0.14%	74
2023 Q3	$154K	Hold	3,519	–	–	0.14%	74
2023 Q2	$163K	Sell	3,519 -5,106	-59%	-$235K	0.15%	71
2023 Q1	$325K	Buy	+8,625	New	+$384K	0.32%	55
2022 Q3	$325K	Buy	+8,625	New	+$351K	0.32%	55
2021 Q3	$793K	Sell	15,706 -9,814	-38%	-$510K	0.4%	52
2021 Q2	$1.31M	Buy	25,520 +1,114	+5%	+$57.5K	0.51%	40
2021 Q1	$1.2M	Sell	24,406 -5,439	-18%	-$266K	0.45%	45
2020 Q4	$1.41M	Buy	29,845 +164	+0.6%	+$7.21K	0.52%	29
2020 Q3	$1.21M	Sell	29,681 -3,743	-11%	-$154K	0.48%	36
2020 Q2	$1.3M	Sell	33,424 -26,877	-45%	-$981K	0.54%	30
2020 Q1	$2.01M	Buy	60,301 +4,807	+9%	+$193K	1.07%	22
2019 Q4	$1.93M	Buy	+55,494	New	+$2.37M	0.92%	23

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Spotlight Asset Group's VEA Position: Q2 2024 in Review

Spotlight Asset Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1% in Q2 2024, buying an estimated $1.79K and bringing the position to 3,555 shares worth $176K. The position accounts for 0.12% of the portfolio, ranked #79.

Spotlight Asset Group first reported a position in VEA in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.01M in Q1 2020. 2,158 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

Spotlight Asset Group held 3,555 shares of Vanguard FTSE Developed Markets ETF worth $176K as of Q2 2024.
Spotlight Asset Group bought 36 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $1.79K.
Vanguard FTSE Developed Markets ETF made up 0.12% of Spotlight Asset Group's portfolio in Q2 2024, its #79 holding.
Spotlight Asset Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 15 quarters since.
Spotlight Asset Group's Vanguard FTSE Developed Markets ETF position peaked at $2.01M in Q1 2020.
2,158 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.