Surevest’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Surevest’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	$362K	Sell	9,946 -10,969	-52%	-$447K	0.1%	115
2022 Q2	$853K	Sell	20,915 -222	-1%	-$9.87K	0.22%	95
2022 Q1	$1.01M	Buy	21,137 +7,255	+52%	+$353K	0.25%	93
2021 Q4	$709K	Buy	13,882 +67	+0.5%	+$3.44K	0.17%	85
2021 Q3	$698K	Buy	13,815 +855	+7%	+$44.5K	0.18%	83
2021 Q2	$668K	Buy	12,960 +5,319	+70%	+$275K	0.17%	80
2021 Q1	$375K	Buy	+7,641	New	+$373K	0.11%	79
2019 Q1	–	Sell	-17,439	Closed	-$647K	–	143
2018 Q4	$647K	Buy	+17,439	New	+$690K	0.51%	49

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Surevest's VEA Position: Q3 2022 in Review

Surevest reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 52% in Q3 2022, selling an estimated $447K and leaving 9,946 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #115.

Surevest first reported a position in VEA in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2022. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

Surevest held 9,946 shares of Vanguard FTSE Developed Markets ETF worth $362K as of Q3 2022.
Surevest sold 10,969 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $447K.
Vanguard FTSE Developed Markets ETF made up 0.1% of Surevest's portfolio in Q3 2022, its #115 holding.
Surevest first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 8 quarters since.
Surevest's Vanguard FTSE Developed Markets ETF position peaked at $1.01M in Q1 2022.
1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.