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Wealth Management Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealth Management Solutions’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
Q2 		– Sell
-4,419
Closed -$212K – 111
2022
Q1 		$212K Sell
4,419
-284
-6% -$13.8K 0.11% 104
2021
Q4 		$240K Buy
+4,703
New +$241K 0.12% 106

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
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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
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

Wealth Management Solutions's VEA Position: Q2 2022 in Review

Wealth Management Solutions sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 4,419 shares — an estimated $212K sold.

Wealth Management Solutions first reported a position in VEA in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Wealth Management Solutions reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 4,419 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $212K.
  • Wealth Management Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's Vanguard FTSE Developed Markets ETF position peaked at $240K in Q4 2021.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.