TimeScale Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

TimeScale Financial’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 Q2	$347K	Buy	7,521 +70	+0.9%	+$3.22K	0.08%	63
2023 Q1	$337K	Sell	7,451 -130	-2%	-$5.79K	0.08%	59
2022 Q4	$276K	Buy	7,581 +1	+0%	+$41	0.08%	47
2022 Q3	$276K	Buy	7,580 +23	+0.3%	+$937	0.08%	47
2022 Q2	$308K	Buy	7,557 +94	+1%	+$4.18K	0.08%	45
2022 Q1	$358K	Sell	7,463 -79	-1%	-$3.84K	0.08%	45
2021 Q4	$385K	Buy	7,542 +227	+3%	+$11.7K	0.09%	48
2021 Q3	$369K	Buy	7,315 +27	+0.4%	+$1.4K	0.09%	41
2021 Q2	$375K	Sell	7,288 -1,184	-14%	-$61.1K	0.09%	46
2021 Q1	$416K	Buy	8,472 +1,366	+19%	+$66.7K	0.11%	39
2020 Q4	$335K	Buy	7,106 +404	+6%	+$17.8K	0.09%	47
2020 Q3	$276K	Buy	6,702 +37	+0.6%	+$1.52K	0.08%	53
2020 Q2	$262K	Buy	6,665 +34	+0.5%	+$1.24K	0.08%	49
2020 Q1	$221K	Sell	6,631 -271	-4%	-$10.9K	0.07%	51
2019 Q4	$304K	Hold	6,902	–	–	0.09%	67
2019 Q3	$284K	Hold	6,902	–	–	0.1%	64
2019 Q2	$288K	Buy	6,902 +79	+1%	+$3.26K	0.11%	63
2019 Q1	$279K	Sell	6,823 -1,309	-16%	-$52.3K	0.12%	66
2018 Q4	$302K	Buy	+8,132	New	+$322K	0.17%	64

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

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

TimeScale Financial's VEA Position: Q2 2023 in Review

TimeScale Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.94% in Q2 2023, buying an estimated $3.22K and bringing the position to 7,521 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #63.

TimeScale Financial first reported a position in VEA in Q4 2018 and has held it in 19 quarters since. The position peaked at $416K in Q1 2021. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

TimeScale Financial held 7,521 shares of Vanguard FTSE Developed Markets ETF worth $347K as of Q2 2023.
TimeScale Financial bought 70 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $3.22K.
Vanguard FTSE Developed Markets ETF made up 0.08% of TimeScale Financial's portfolio in Q2 2023, its #63 holding.
TimeScale Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 19 quarters since.
TimeScale Financial's Vanguard FTSE Developed Markets ETF position peaked at $416K in Q1 2021.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.