Strategic Family Wealth Counselors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Strategic Family Wealth Counselors’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	-4,928	Closed	-$207K	–	114
2022 Q4	$207K	Buy	+4,928	New	+$200K	0.1%	100
2022 Q3	–	Sell	-4,928	Closed	-$201K	–	98
2022 Q2	$201K	Sell	4,928 -2	-0%	-$89	0.1%	93
2022 Q1	$237K	Hold	4,930	–	–	0.1%	90
2021 Q4	$252K	Hold	4,930	–	–	0.08%	87
2021 Q3	$249K	Hold	4,930	–	–	0.09%	75
2021 Q2	$254K	Hold	4,930	–	–	0.08%	70
2021 Q1	$242K	Hold	4,930	–	–	0.09%	74
2020 Q4	$233K	Hold	4,930	–	–	0.12%	72
2020 Q3	$202K	Buy	+4,930	New	+$202K	0.11%	74

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 $424B AUM 22.96% 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

Strategic Family Wealth Counselors's VEA Position: Q1 2023 in Review

Strategic Family Wealth Counselors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 4,928 shares — an estimated $207K sold.

Strategic Family Wealth Counselors first reported a position in VEA in Q3 2020 and held it in 9 quarters. The position peaked at $254K in Q2 2021. 1,881 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Strategic Family Wealth Counselors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Strategic Family Wealth Counselors sold 4,928 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $207K.
Strategic Family Wealth Counselors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and held it in 9 quarters.
Strategic Family Wealth Counselors's Vanguard FTSE Developed Markets ETF position peaked at $254K in Q2 2021.
1,881 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2023, filed 16 May 2023.