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Websterrogers Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Websterrogers Financial Advisors’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
Q3 		– Sell
-23,941
Closed -$1.18M – 71
2024
Q2 		$1.18M Sell
23,941
-1,527
-6% -$76K 0.42% 35
2024
Q1 		$1.28M Buy
25,468
+3
+0% +$145 0.45% 34
2023
Q4 		$1.22M Buy
25,465
+5
+0% +$224 0.51% 29
2023
Q3 		$1.11M Sell
25,460
-42
-0.2% -$1.92K 0.49% 31
2023
Q2 		$1.18M Buy
25,502
+3
+0% +$138 0.51% 30
2023
Q1 		$1.15M Buy
25,499
+2
+0% +$89 0.53% 29
2022
Q4 		$1.07M Buy
25,497
+7
+0% +$284 0.52% 30
2022
Q3 		$927K Sell
25,490
-32,715
-56% -$1.33M 0.49% 25
2022
Q2 		$2.38M Sell
58,205
-28,948
-33% -$1.29M 1.16% 14
2022
Q1 		$4.22M Sell
87,153
-518,076
-86% -$25.2M 2.16% 10
2021
Q4 		$30.9M Sell
605,229
-32,003
-5% -$1.64M 6.99% 4
2021
Q3 		$32.2M Sell
637,232
-6,071
-0.9% -$316K 7.46% 4
2021
Q2 		$32.2M Buy
643,303
+21,944
+4% +$1.13M 7.69% 4
2021
Q1 		$30.5M Buy
621,359
+35,395
+6% +$1.73M 8.25% 4
2020
Q4 		$28.5M Buy
+585,964
New +$25.8M 8.3% 4

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Websterrogers Financial Advisors's VEA Position: Q3 2024 in Review

Websterrogers Financial Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024, closing a stake of 23,941 shares — an estimated $1.18M sold.

Websterrogers Financial Advisors first reported a position in VEA in Q4 2020 and held it in 15 quarters. The position peaked at $32.2M in Q2 2021. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Websterrogers Financial Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 23,941 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $1.18M.
  • Websterrogers Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 15 quarters.
  • Websterrogers Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $32.2M in Q2 2021.
  • 2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Websterrogers Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.