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Steward Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Steward Financial 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
2022
Q3 		– Sell
-746
Closed -$30K – 1265
2022
Q2 		$30K Buy
746
+702
+1,595% +$31.2K 0.02% 136
2022
Q1 		$2K Buy
+44
New +$2.14K ﹤0.01% 287

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Steward Financial Group's VEA Position: Q3 2022 in Review

Steward Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2022, closing a stake of 746 shares — an estimated $30K sold.

Steward Financial Group first reported a position in VEA in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q2 2022. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Steward Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 746 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $30K.
  • Steward Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and held it in 2 quarters.
  • Steward Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $30K in Q2 2022.
  • 1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.