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

Windsor Wealth Management’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
Q2 		– Sell
-6,490
Closed -$308K – 231
2022
Q1 		$308K Buy
6,490
+662
+11% +$32.2K 0.06% 186
2021
Q4 		$300K Buy
5,828
+1,288
+28% +$66.1K 0.06% 185
2021
Q3 		$230K Buy
+4,540
New +$236K 0.05% 207
2020
Q1 		– Sell
-5,881
Closed -$259K – 195
2019
Q4 		$259K Sell
5,881
-7
-0.1% -$298 0.1% 166
2019
Q3 		$235K Sell
5,888
-3,236
-35% -$132K 0.1% 162
2019
Q2 		$382K Sell
9,124
-2,133
-19% -$87.9K 0.17% 132
2019
Q1 		$460K Buy
+11,257
New +$450K 0.26% 97
2018
Q4 		– Sell
-5,130
Closed -$222K – 142
2018
Q3 		$222K Sell
5,130
-4,842
-49% -$209K 0.14% 124
2018
Q2 		$428K Buy
9,972
+73
+0.7% +$3.25K 0.33% 81
2018
Q1 		$438K Buy
9,899
+158
+2% +$7.17K 0.37% 74
2017
Q4 		$437K Buy
+9,741
New +$430K 0.38% 69

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Windsor Wealth Management's VEA Position: Q2 2022 in Review

Windsor Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 6,490 shares — an estimated $308K sold.

Windsor Wealth Management first reported a position in VEA in Q4 2017 and held it in 11 quarters. The position peaked at $460K in Q1 2019. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Windsor Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 6,490 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $308K.
  • Windsor Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 11 quarters.
  • Windsor Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $460K in Q1 2019.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.