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Trivant Custom Portfolio Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Trivant Custom Portfolio Group’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
-200
Closed -$9.58K – 193
2023
Q4 		$9.58K Hold
200
– – 0.01% 175
2023
Q3 		$8.74K Hold
200
– – 0.01% 166
2023
Q2 		$9.24K Buy
+200
New +$9.2K 0.01% 171

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

Trivant Custom Portfolio Group's VEA Position: Q1 2024 in Review

Trivant Custom Portfolio Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 200 shares — an estimated $9.58K sold.

Trivant Custom Portfolio Group first reported a position in VEA in Q2 2023 and held it in 3 quarters. The position peaked at $9.58K in Q4 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Trivant Custom Portfolio Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 200 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $9.58K.
  • Trivant Custom Portfolio Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and held it in 3 quarters.
  • Trivant Custom Portfolio Group's Vanguard FTSE Developed Markets ETF position peaked at $9.58K in Q4 2023.
  • 2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2024, filed 17 Apr 2024.