YHB Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

YHB Investment 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 Q2	–	Sell	-5,162	Closed	-$248K	–	299
2022 Q1	$248K	Hold	5,162	–	–	0.02%	262
2021 Q4	$264K	Hold	5,162	–	–	0.02%	280
2021 Q3	$261K	Buy	5,162 +18	+0.3%	+$936	0.02%	265
2021 Q2	$265K	Hold	5,144	–	–	0.02%	264
2021 Q1	$264K	Hold	5,144	–	–	0.02%	257
2020 Q4	$243K	Hold	5,144	–	–	0.02%	258
2020 Q3	$210K	Buy	+5,144	New	+$211K	0.02%	250

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

YHB Investment Advisors's VEA Position: Q2 2022 in Review

YHB Investment Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 5,162 shares — an estimated $248K sold.

YHB Investment Advisors first reported a position in VEA in Q3 2020 and held it in 7 quarters. The position peaked at $265K in Q2 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

YHB Investment Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
YHB Investment Advisors sold 5,162 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $248K.
YHB Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and held it in 7 quarters.
YHB Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $265K in Q2 2021.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.