Vaughan David Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Vaughan David Investments’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	-10,180	Closed	-$488K	–	224
2023 Q4	$488K	Hold	10,180	–	–	0.01%	153
2023 Q3	$445K	Sell	10,180 -1,913	-16%	-$87.5K	0.01%	155
2023 Q2	$558K	Buy	12,093 +3,923	+48%	+$180K	0.02%	151
2023 Q1	$369K	Hold	8,170	–	–	0.01%	160
2022 Q4	$343K	Buy	+8,170	New	+$331K	0.01%	159

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vaughan David Investments's VEA Position: Q1 2024 in Review

Vaughan David Investments sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 10,180 shares — an estimated $488K sold.

Vaughan David Investments first reported a position in VEA in Q4 2022 and held it in 5 quarters. The position peaked at $558K in Q2 2023. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Vaughan David Investments reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Vaughan David Investments sold 10,180 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $488K.
Vaughan David Investments first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 5 quarters.
Vaughan David Investments's Vanguard FTSE Developed Markets ETF position peaked at $558K in Q2 2023.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Vaughan David Investments's 13F filing for Q1 2024, filed 13 May 2024.