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SWS Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SWS Partners’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
2024
Q3 		– Sell
-246
Closed -$12.2K – 290
2024
Q2 		$12.2K Buy
+246
New +$12.2K ﹤0.01% 233

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Betterment LLC
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Envestnet Asset Management
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SWS Partners's VEA Position: Q3 2024 in Review

SWS Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 246 shares — an estimated $12.2K sold.

SWS Partners first reported a position in VEA in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • SWS Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 246 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $12.2K.
  • SWS Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and held it in 1 quarter.
  • SWS Partners's Vanguard FTSE Developed Markets ETF position peaked at $12.2K in Q2 2024.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.