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

Transparent Wealth 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
2023
Q1 		$432K Buy
9,566
+715
+8% +$31.9K 0.32% 24
2022
Q4 		$371K Sell
8,851
-42,252
-83% -$1.71M 0.29% 24
2022
Q3 		$1.86M Buy
+51,103
New +$2.08M 1.56% 12

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Transparent Wealth Partners's VEA Position: Q1 2023 in Review

Transparent Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.1% in Q1 2023, buying an estimated $31.9K and bringing the position to 9,566 shares worth $432K. The position accounts for 0.32% of the portfolio, ranked #24.

Transparent Wealth Partners first reported a position in VEA in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.86M in Q3 2022. 1,881 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

  • Transparent Wealth Partners held 9,566 shares of Vanguard FTSE Developed Markets ETF worth $432K as of Q1 2023.
  • Transparent Wealth Partners bought 715 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $31.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.32% of Transparent Wealth Partners's portfolio in Q1 2023, its #24 holding.
  • Transparent Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and has held it in 3 quarters since.
  • Transparent Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $1.86M in Q3 2022.
  • 1,881 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.