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

TruWealth 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
2022
Q1 		– Sell
-11,636
Closed -$594K – 133
2021
Q4 		$594K Buy
11,636
+6,554
+129% +$337K 0.06% 73
2021
Q3 		$257K Buy
+5,082
New +$264K 0.03% 99

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TruWealth Advisors's VEA Position: Q1 2022 in Review

TruWealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 11,636 shares — an estimated $594K sold.

TruWealth Advisors first reported a position in VEA in Q3 2021 and held it in 2 quarters. The position peaked at $594K in Q4 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

  • TruWealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
  • TruWealth Advisors sold 11,636 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $594K.
  • TruWealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2021 and held it in 2 quarters.
  • TruWealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $594K in Q4 2021.
  • 1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on TruWealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.