Syverson Strege & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Syverson Strege & Co’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 Q1	–	Sell	-5,381	Closed	-$258K	–	75
2023 Q4	$258K	Buy	5,381 +380	+8%	+$17K	0.1%	58
2023 Q3	$219K	Buy	5,001 +573	+13%	+$26.2K	0.1%	54
2023 Q2	$204K	Sell	4,428 -797	-15%	-$36.7K	0.09%	61
2023 Q1	$236K	Sell	5,225 -41	-0.8%	-$1.83K	0.1%	55
2022 Q4	$221K	Sell	5,266 -4,331	-45%	-$175K	0.1%	60
2022 Q3	$349K	Buy	9,597 +5,313	+124%	+$217K	0.18%	49
2022 Q2	$175K	Buy	4,284 +593	+16%	+$26.4K	0.06%	73
2022 Q1	$177K	Buy	3,691 +6	+0.2%	+$292	0.19%	67
2021 Q4	$188K	Buy	3,685 +55	+2%	+$2.82K	0.14%	67
2021 Q3	$183K	Buy	3,630 +133	+4%	+$6.92K	0.15%	65
2021 Q2	$180K	Buy	3,497 +111	+3%	+$5.73K	0.16%	58
2021 Q1	$166K	Sell	3,386 -202	-6%	-$9.87K	0.17%	63
2020 Q4	$169K	Buy	+3,588	New	+$158K	0.16%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Syverson Strege & Co's VEA Position: Q1 2024 in Review

Syverson Strege & Co sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 5,381 shares — an estimated $258K sold.

Syverson Strege & Co first reported a position in VEA in Q4 2020 and held it in 13 quarters. The position peaked at $349K in Q3 2022. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Syverson Strege & Co reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Syverson Strege & Co sold 5,381 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $258K.
Syverson Strege & Co first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 13 quarters.
Syverson Strege & Co's Vanguard FTSE Developed Markets ETF position peaked at $349K in Q3 2022.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Syverson Strege & Co's 13F filing for Q1 2024, filed 30 Apr 2024.