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

Triad Financial Advisors’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 Q3	$1.21M	Sell	27,723 -2,192	-7%	-$100K	0.43%	26
2023 Q2	$1.38M	Buy	29,915 +69	+0.2%	+$3.17K	0.57%	23
2023 Q1	$1.35M	Buy	29,846 +5,597	+23%	+$249K	0.59%	24
2022 Q4	$1.02M	Buy	24,249 +3,094	+15%	+$125K	0.45%	29
2022 Q3	$769K	Sell	21,155 -245	-1%	-$9.98K	0.42%	34
2022 Q2	$873K	Sell	21,400 -2,590	-11%	-$115K	0.48%	27
2022 Q1	$1.15M	Buy	23,990 +2,591	+12%	+$126K	0.62%	23
2021 Q4	$1.09M	Buy	+21,399	New	+$1.1M	0.65%	25

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

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

Triad Financial Advisors's VEA Position: Q3 2023 in Review

Triad Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.3% in Q3 2023, selling an estimated $100K and leaving 27,723 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #26.

Triad Financial Advisors first reported a position in VEA in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2023. 1,931 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Triad Financial Advisors held 27,723 shares of Vanguard FTSE Developed Markets ETF worth $1.21M as of Q3 2023.
Triad Financial Advisors sold 2,192 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $100K.
Vanguard FTSE Developed Markets ETF made up 0.43% of Triad Financial Advisors's portfolio in Q3 2023, its #26 holding.
Triad Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.38M in Q2 2023.
1,931 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.