Stone Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Stone Asset 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	–	Sell	-16,989	Closed	-$713K	–	42
2022 Q4	$713K	Buy	16,989 +1,169	+7%	+$47.4K	0.44%	27
2022 Q3	$575K	Sell	15,820 -1,244	-7%	-$50.7K	0.38%	28
2022 Q2	$696K	Buy	17,064 +453	+3%	+$20.1K	0.44%	30
2022 Q1	$798K	Buy	16,611 +1,255	+8%	+$61.1K	0.45%	30
2021 Q4	$784K	Buy	+15,356	New	+$788K	0.46%	24

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

Stone Asset Management's VEA Position: Q1 2023 in Review

Stone Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 16,989 shares — an estimated $713K sold.

Stone Asset Management first reported a position in VEA in Q4 2021 and held it in 5 quarters. The position peaked at $798K in Q1 2022. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Stone Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Stone Asset Management sold 16,989 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $713K.
Stone Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 5 quarters.
Stone Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $798K in Q1 2022.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.