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

Westshore Wealth’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 Q1	–	Sell	-6,129	Closed	-$257K	–	118
2022 Q4	$257K	Sell	6,129 -1,700	-22%	-$68.9K	0.15%	83
2022 Q3	$285K	Buy	+7,829	New	+$319K	0.2%	59
2022 Q2	–	Sell	-6,096	Closed	-$293K	–	111
2022 Q1	$293K	Buy	+6,096	New	+$297K	0.2%	64
2021 Q3	–	Sell	-9,577	Closed	-$493K	–	137
2021 Q2	$493K	Buy	9,577 +352	+4%	+$18.2K	0.25%	70
2021 Q1	$453K	Buy	+9,225	New	+$451K	0.26%	69
2019 Q4	$623K	Buy	+14,129	New	+$602K	0.69%	25

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Westshore Wealth's VEA Position: Q1 2023 in Review

Westshore Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 6,129 shares — an estimated $257K sold.

Westshore Wealth first reported a position in VEA in Q4 2019 and held it in 6 quarters. The position peaked at $623K in Q4 2019. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Westshore Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
Westshore Wealth sold 6,129 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $257K.
Westshore Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 6 quarters.
Westshore Wealth's Vanguard FTSE Developed Markets ETF position peaked at $623K in Q4 2019.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Westshore Wealth's 13F filing for Q1 2023, filed 12 May 2023.