Viridian RIA’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Viridian RIA’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	-986,054	Closed	-$48M	–	1
2021 Q4	$50.3M	Buy	+986,054	New	+$50.6M	10.64%	1
2021 Q2	–	Hold	0	–	–	–	1
2021 Q1	–	Sell	-815,995	Closed	-$39.9M	–	1
2020 Q4	$38.5M	Buy	815,995 +18,280	+2%	+$804K	10.69%	1
2020 Q3	$32.6M	Buy	797,715 +1,374	+0.2%	+$56.4K	10.8%	1
2020 Q2	$30.9M	Buy	796,341 +162,517	+26%	+$5.93M	11.16%	1
2020 Q1	$21.1M	Sell	633,824 -13,732	-2%	-$551K	9.58%	2
2019 Q4	$28.5M	Buy	647,556 +21,109	+3%	+$900K	10.18%	1
2019 Q3	$25.7M	Buy	626,447 +17,470	+3%	+$713K	10.71%	1
2019 Q2	$24.1M	Buy	608,977 +69,187	+13%	+$2.85M	9.73%	2
2019 Q1	$22.1M	Buy	539,790 +42,593	+9%	+$1.7M	9.76%	3
2018 Q4	$18.4M	Sell	497,197 -120,570	-20%	-$4.77M	9.22%	3
2018 Q3	$26.7M	Buy	617,767 +18,852	+3%	+$813K	11.79%	1
2018 Q2	$25.7M	Buy	598,915 +262,594	+78%	+$11.7M	12.57%	1
2018 Q1	$14.9M	Buy	+336,321	New	+$15.3M	7.11%	5

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viridian RIA's VEA Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 986,054 shares — an estimated $48M sold.

Viridian RIA first reported a position in VEA in Q1 2018 and held it in 13 quarters. The position peaked at $50.3M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Viridian RIA reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 986,054 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $48M.
Viridian RIA first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 13 quarters.
Viridian RIA's Vanguard FTSE Developed Markets ETF position peaked at $50.3M in Q4 2021.
1,824 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.