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

WealthOne’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	$214K	Hold	4,894	–	–	0.09%	79
2023 Q2	$226K	Hold	4,894	–	–	0.08%	97
2023 Q1	$221K	Sell	4,894 -345	-7%	-$15.4K	0.09%	100
2022 Q4	$220K	Buy	+5,239	New	+$212K	0.09%	107
2022 Q2	–	Sell	-4,851	Closed	-$233K	–	139
2022 Q1	$233K	Buy	4,851 +753	+18%	+$36.6K	0.08%	110
2021 Q4	$209K	Buy	4,098 +119	+3%	+$6.11K	0.07%	108
2021 Q3	$201K	Hold	3,979	–	–	0.08%	130
2021 Q2	$205K	Buy	+3,979	New	+$205K	0.08%	123
2019 Q1	–	Sell	-4,207	Closed	-$156K	–	524
2018 Q4	$156K	Buy	+4,207	New	+$167K	0.14%	88

Other funds holding VEA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthOne's VEA Position: Q3 2023 in Review

WealthOne held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2023 at 4,894 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #79.

WealthOne first reported a position in VEA in Q4 2018 and has held it in 9 quarters since. The position peaked at $233K in Q1 2022. 1,933 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

WealthOne held 4,894 shares of Vanguard FTSE Developed Markets ETF worth $214K as of Q3 2023.
WealthOne left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2023.
Vanguard FTSE Developed Markets ETF made up 0.09% of WealthOne's portfolio in Q3 2023, its #79 holding.
WealthOne first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 9 quarters since.
WealthOne's Vanguard FTSE Developed Markets ETF position peaked at $233K in Q1 2022.
1,933 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.