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Taylor Hoffman Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Taylor Hoffman Wealth 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
2024
Q2 		$5.35M Buy
108,219
+911
+0.8% +$45.3K 2.18% 10
2024
Q1 		$5.38M Buy
107,308
+2,278
+2% +$110K 2.29% 11
2023
Q4 		$5.03M Buy
105,030
+782
+0.8% +$35K 2.27% 12
2023
Q3 		$4.56M Sell
104,248
-1,903
-2% -$87.1K 2.35% 12
2023
Q2 		$4.9M Sell
106,151
-3,767
-3% -$173K 2.45% 10
2023
Q1 		$4.96M Buy
109,918
+4,527
+4% +$202K 2.72% 6
2022
Q4 		$4.42M Sell
105,391
-5,399
-5% -$219K 2.71% 5
2022
Q3 		$4.03M Buy
110,790
+3,031
+3% +$124K 2.11% 7
2022
Q2 		$4.41M Sell
107,759
-1,952
-2% -$86.8K 2.16% 6
2022
Q1 		$5.27M Buy
109,711
+6,774
+7% +$330K 2.11% 6
2021
Q4 		$5.26M Buy
102,937
+7,266
+8% +$373K 2% 8
2021
Q3 		$4.84M Buy
95,671
+5,591
+6% +$291K 2.08% 8
2021
Q2 		$4.64M Buy
90,080
+3,601
+4% +$186K 2% 6
2021
Q1 		$4.25M Buy
86,479
+6,297
+8% +$308K 1.94% 7
2020
Q4 		$3.79M Buy
80,182
+593
+0.7% +$26.1K 1.93% 7
2020
Q3 		$3.25M Buy
79,589
+26,786
+51% +$1.1M 1.91% 8
2020
Q2 		$2.05M Buy
52,803
+6,931
+15% +$253K 1.29% 19
2020
Q1 		$1.53M Buy
45,872
+12,624
+38% +$507K 1.47% 21
2019
Q4 		$1.47M Buy
33,248
+6,007
+22% +$256K 0.94% 33
2019
Q3 		$1.12M Buy
27,241
+2,184
+9% +$89.2K 0.8% 43
2019
Q2 		$1.04M Buy
25,057
+1,417
+6% +$58.4K 0.84% 40
2019
Q1 		$966K Buy
23,640
+14,207
+151% +$568K 0.72% 42
2018
Q4 		$350K Buy
9,433
+6,025
+177% +$239K 0.31% 71
2018
Q3 		$147K Buy
3,408
+664
+24% +$28.6K 0.12% 117
2018
Q2 		$118K Buy
2,744
+347
+14% +$15.5K 0.1% 120
2018
Q1 		$106K Buy
2,397
+733
+44% +$33.3K 0.1% 129
2017
Q4 		$75K Buy
+1,664
New +$73.5K 0.07% 147

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Taylor Hoffman Wealth Management's VEA Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.85% in Q2 2024, buying an estimated $45.3K and bringing the position to 108,219 shares worth $5.35M. The position accounts for 2.18% of the portfolio, ranked #10.

Taylor Hoffman Wealth Management first reported a position in VEA in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.38M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Taylor Hoffman Wealth Management held 108,219 shares of Vanguard FTSE Developed Markets ETF worth $5.35M as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 911 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $45.3K.
  • Vanguard FTSE Developed Markets ETF made up 2.18% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #10 holding.
  • Taylor Hoffman Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $5.38M in Q1 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.