Sterneck Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sterneck Capital 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
2022 Q2	–	Sell	-4,318	Closed	-$207K	–	103
2022 Q1	$207K	Sell	4,318 -2,201	-34%	-$107K	0.12%	89
2021 Q4	$333K	Sell	6,519 -63	-1%	-$3.23K	0.2%	74
2021 Q3	$332K	Buy	6,582 +63	+1%	+$3.28K	0.21%	68
2021 Q2	$337K	Buy	+6,519	New	+$337K	0.21%	68
2018 Q3	–	Sell	-4,986	Closed	-$214K	–	107
2018 Q2	$214K	Buy	+4,986	New	+$222K	0.15%	100
2018 Q1	–	Sell	-4,542	Closed	-$204K	–	122
2017 Q4	$204K	Sell	4,542 -1,649	-27%	-$72.9K	0.12%	103
2017 Q3	$269K	Buy	6,191 +903	+17%	+$38.3K	0.15%	91
2017 Q2	$219K	Buy	+5,288	New	+$216K	0.13%	102

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Sterneck Capital Management's VEA Position: Q2 2022 in Review

Sterneck Capital Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 4,318 shares — an estimated $207K sold.

Sterneck Capital Management first reported a position in VEA in Q2 2017 and held it in 8 quarters. The position peaked at $337K in Q2 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Sterneck Capital Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
Sterneck Capital Management sold 4,318 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $207K.
Sterneck Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and held it in 8 quarters.
Sterneck Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $337K in Q2 2021.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Sterneck Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.