Wolf Group Capital Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wolf Group Capital 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
2022 Q1	–	Sell	-10,349	Closed	-$528K	–	145
2021 Q4	$528K	Buy	+10,349	New	+$531K	0.09%	112
2016 Q2	–	Sell	-12,680	Closed	-$455K	–	111
2016 Q1	$455K	Hold	12,680	–	–	0.34%	67
2015 Q4	$466K	Sell	12,680 -5,765	-31%	-$216K	0.35%	75
2015 Q3	$657K	Buy	18,445 +825	+5%	+$31.7K	0.53%	64
2015 Q2	$699K	Buy	17,620 +3,295	+23%	+$136K	0.47%	71
2015 Q1	$571K	Buy	14,325 +720	+5%	+$28.2K	0.39%	76
2014 Q4	$515K	Buy	13,605 +407	+3%	+$15.8K	0.37%	77
2014 Q3	$525K	Buy	13,198 +543	+4%	+$22.6K	0.39%	76
2014 Q2	$539K	Buy	12,655 +1,425	+13%	+$60K	0.39%	80
2014 Q1	$463K	Buy	11,230 +2,850	+34%	+$117K	0.36%	82
2013 Q4	$349K	Buy	+8,380	New	+$340K	0.28%	86

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Wolf Group Capital Advisors's VEA Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 10,349 shares — an estimated $528K sold.

Wolf Group Capital Advisors first reported a position in VEA in Q4 2013 and held it in 11 quarters. The position peaked at $699K in Q2 2015. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Wolf Group Capital Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 10,349 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $528K.
Wolf Group Capital Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and held it in 11 quarters.
Wolf Group Capital Advisors's Vanguard FTSE Developed Markets ETF position peaked at $699K in Q2 2015.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.