TRUADVICE’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

TRUADVICE’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	$1.82M	Sell	41,468 -1,992	-5%	-$91.2K	0.71%	37
2023 Q2	$2.02M	Buy	43,460 +1,283	+3%	+$59K	0.74%	37
2023 Q1	$1.96M	Buy	42,177 +7,180	+21%	+$320K	0.77%	30
2022 Q4	$1.58M	Sell	34,997 -1,069	-3%	-$43.3K	0.83%	28
2022 Q3	$1.4M	Buy	36,066 +1,534	+4%	+$62.5K	0.79%	26
2022 Q2	$1.48M	Buy	34,532 +1,196	+4%	+$53.2K	0.78%	32
2022 Q1	$1.49M	Buy	33,336 +1,607	+5%	+$78.2K	0.83%	28
2021 Q4	$1.57M	Buy	31,729 +1,331	+4%	+$68.3K	1.48%	16
2021 Q3	$1.61M	Sell	30,398 -359,902	-92%	-$18.7M	1.48%	16
2021 Q2	$20.1M	Buy	390,300 +49,380	+14%	+$2.55M	4.39%	1
2021 Q1	$17.5M	Buy	340,920 +32,329	+10%	+$1.58M	5.18%	2
2020 Q4	$14.7M	Buy	308,591 +29,575	+11%	+$1.3M	4.47%	2
2020 Q3	$11.6M	Buy	+279,016	New	+$11.4M	4.75%	2

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

TRUADVICE's VEA Position: Q3 2023 in Review

TRUADVICE reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.6% in Q3 2023, selling an estimated $91.2K and leaving 41,468 shares worth $1.82M. The position accounts for 0.71% of the portfolio, ranked #37.

TRUADVICE first reported a position in VEA in Q3 2020 and has held it in 13 quarters since. The position peaked at $20.1M in Q2 2021. 1,931 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

TRUADVICE held 41,468 shares of Vanguard FTSE Developed Markets ETF worth $1.82M as of Q3 2023.
TRUADVICE sold 1,992 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $91.2K.
Vanguard FTSE Developed Markets ETF made up 0.71% of TRUADVICE's portfolio in Q3 2023, its #37 holding.
TRUADVICE first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's Vanguard FTSE Developed Markets ETF position peaked at $20.1M in Q2 2021.
1,931 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.