West Oak Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

West Oak Capital’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 Q4	–	Sell	-150	Closed	-$5K	–	330
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	279
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	268
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	288
2021 Q4	$8K	Hold	150	–	–	﹤0.01%	287
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	295
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	289
2021 Q1	$7K	Hold	150	–	–	﹤0.01%	285
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	262
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	250
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	250
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	240
2019 Q4	$7K	Hold	150	–	–	﹤0.01%	245
2019 Q3	$6K	Hold	150	–	–	﹤0.01%	261
2019 Q2	$6K	Hold	150	–	–	﹤0.01%	270
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	265
2018 Q4	$5.57K	Hold	150	–	–	﹤0.01%	269
2018 Q3	$6.49K	Hold	150	–	–	﹤0.01%	283
2018 Q2	$6.43K	Hold	150	–	–	﹤0.01%	275
2018 Q1	$6.64K	Buy	+150	New	+$6.81K	﹤0.01%	284
2017 Q4	–	Sell	-150	Closed	-$6.51K	–	337
2017 Q3	$6.51K	Hold	150	–	–	﹤0.01%	285
2017 Q2	$6.2K	Hold	150	–	–	﹤0.01%	299
2017 Q1	$5.89K	Hold	150	–	–	﹤0.01%	324
2016 Q4	$5.48K	Sell	150 -2,132	-93%	-$77.8K	﹤0.01%	298
2016 Q3	$85.4K	Buy	2,282 +2,132	+1,421%	+$78.4K	0.06%	146
2016 Q2	$5.3K	Hold	150	–	–	﹤0.01%	286
2016 Q1	$5.38K	Hold	150	–	–	﹤0.01%	223
2015 Q4	$5.51K	Hold	150	–	–	﹤0.01%	230
2015 Q3	$5.35K	Hold	150	–	–	﹤0.01%	232
2015 Q2	$5.95K	Buy	+150	New	+$6.2K	﹤0.01%	231
2015 Q1	–	Sell	-460	Closed	-$17.4K	–	318
2014 Q4	$17.4K	Buy	+460	New	+$17.8K	0.01%	210

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Oak Capital's VEA Position: Q4 2022 in Review

West Oak Capital sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 150 shares — an estimated $5K sold.

West Oak Capital first reported a position in VEA in Q4 2014 and held it in 30 quarters. The position peaked at $85.4K in Q3 2016. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

West Oak Capital reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
West Oak Capital sold 150 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $5K.
West Oak Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and held it in 30 quarters.
West Oak Capital's Vanguard FTSE Developed Markets ETF position peaked at $85.4K in Q3 2016.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on West Oak Capital's 13F filing for Q4 2022, filed 5 Jan 2023.