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WealthSource Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WealthSource Partners’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
Q4 		$1.19M Buy
24,786
+7,146
+41% +$320K 0.08% 179
2023
Q3 		$771K Buy
17,640
+528
+3% +$24.2K 0.05% 226
2023
Q2 		$790K Buy
17,112
+191
+1% +$8.79K 0.05% 227
2023
Q1 		$764K Buy
16,921
+136
+0.8% +$6.06K 0.05% 230
2022
Q4 		$704K Sell
16,785
-23,090
-58% -$935K 0.05% 243
2022
Q3 		$1.45M Sell
39,875
-7,107
-15% -$290K 0.11% 148
2022
Q2 		$1.92M Buy
46,982
+3,069
+7% +$136K 0.14% 120
2022
Q1 		$2.11M Buy
43,913
+13,751
+46% +$669K 0.14% 120
2021
Q4 		$1.54M Buy
30,162
+8,182
+37% +$420K 0.12% 135
2021
Q3 		$1.11M Sell
21,980
-2,814
-11% -$146K 0.1% 162
2021
Q2 		$1.28M Buy
24,794
+108
+0.4% +$5.58K 0.11% 136
2021
Q1 		$1.21M Buy
24,686
+14,223
+136% +$695K 0.12% 130
2020
Q4 		$494K Buy
10,463
+132
+1% +$5.81K 0.06% 213
2020
Q3 		$423K Sell
10,331
-1,988
-16% -$81.6K 0.06% 212
2020
Q2 		$478K Sell
12,319
-3,103
-20% -$113K 0.07% 193
2020
Q1 		$514K Sell
15,422
-68,084
-82% -$2.73M 0.08% 168
2019
Q4 		$3.68M Sell
83,506
-24,594
-23% -$1.05M 0.48% 37
2019
Q3 		$4.44M Buy
108,100
+8,492
+9% +$347K 0.67% 40
2019
Q2 		$4.16M Buy
99,608
+37,847
+61% +$1.56M 0.65% 39
2019
Q1 		$2.52M Buy
61,761
+28,505
+86% +$1.14M 0.57% 46
2018
Q4 		$1.23M Sell
33,256
-13,961
-30% -$553K 0.36% 69
2018
Q3 		$2.04M Buy
47,217
+819
+2% +$35.3K 0.53% 48
2018
Q2 		$1.99M Buy
46,398
+1,078
+2% +$48.1K 0.56% 50
2018
Q1 		$2M Buy
45,320
+1,063
+2% +$48.2K 0.61% 44
2017
Q4 		$1.99M Buy
44,257
+3,990
+10% +$176K 0.61% 44
2017
Q3 		$1.75M Sell
40,267
-987
-2% -$41.9K 0.58% 46
2017
Q2 		$1.71M Buy
41,254
+598
+1% +$24.4K 0.58% 48
2017
Q1 		$1.6M Buy
40,656
+2,840
+8% +$109K 0.59% 48
2016
Q4 		$1.38M Buy
37,816
+5,384
+17% +$196K 0.58% 44
2016
Q3 		$1.21M Buy
32,432
+2,959
+10% +$109K 0.44% 57
2016
Q2 		$1.04M Sell
29,473
-670
-2% -$24.2K 0.39% 58
2016
Q1 		$1.08M Buy
+30,143
New +$1.04M 0.44% 50

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

WealthSource Partners's VEA Position: Q4 2023 in Review

WealthSource Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 41% in Q4 2023, buying an estimated $320K and bringing the position to 24,786 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #179.

WealthSource Partners first reported a position in VEA in Q1 2016 and has held it in 32 quarters since. The position peaked at $4.44M in Q3 2019. 2,122 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • WealthSource Partners held 24,786 shares of Vanguard FTSE Developed Markets ETF worth $1.19M as of Q4 2023.
  • WealthSource Partners bought 7,146 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $320K.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of WealthSource Partners's portfolio in Q4 2023, its #179 holding.
  • WealthSource Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and has held it in 32 quarters since.
  • WealthSource Partners's Vanguard FTSE Developed Markets ETF position peaked at $4.44M in Q3 2019.
  • 2,122 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.