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

YorkBridge Wealth Partners’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	$664K	Buy	15,830 +47	+0.3%	+$1.9K	0.17%	108
2022 Q3	$574K	Sell	15,783 -4,020	-20%	-$164K	0.15%	114
2022 Q2	$808K	Buy	19,803 +4,655	+31%	+$207K	0.21%	95
2022 Q1	$728K	Hold	15,148	–	–	0.16%	110
2021 Q4	$773K	Hold	15,148	–	–	0.17%	98
2021 Q3	$765K	Sell	15,148 -49	-0.3%	-$2.55K	0.19%	96
2021 Q2	$783K	Buy	15,197 +2,059	+16%	+$106K	0.2%	91
2021 Q1	$645K	Hold	13,138	–	–	0.19%	98
2020 Q4	$620K	Buy	13,138 +1,300	+11%	+$57.2K	0.21%	92
2020 Q3	$484K	Buy	11,838 +1,240	+12%	+$50.9K	0.2%	95
2020 Q2	$411K	Hold	10,598	–	–	0.19%	99
2020 Q1	$353K	Buy	10,598 +2,134	+25%	+$85.6K	0.22%	102
2019 Q4	$373K	Buy	+8,464	New	+$361K	0.17%	127
2019 Q3	–	Sell	-2,308	Closed	-$96K	–	625
2019 Q2	$96K	Hold	2,308	–	–	0.04%	294
2019 Q1	$94K	Sell	2,308 -4,348	-65%	-$174K	0.04%	286
2018 Q4	$247K	Buy	6,656 +6,548	+6,063%	+$259K	0.13%	136
2018 Q3	$5K	Hold	108	–	–	﹤0.01%	660
2018 Q2	$5K	Hold	108	–	–	﹤0.01%	691
2018 Q1	$5K	Sell	108 -500	-82%	-$22.7K	﹤0.01%	688
2017 Q4	$27K	Buy	608 +100	+20%	+$4.42K	0.01%	453
2017 Q3	$22K	Hold	508	–	–	0.01%	500
2017 Q2	$21K	Hold	508	–	–	0.01%	501
2017 Q1	$21K	Hold	508	–	–	0.01%	501
2016 Q4	$18K	Buy	+508	New	+$18.5K	0.01%	486

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

YorkBridge Wealth Partners's VEA Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.3% in Q4 2022, buying an estimated $1.9K and bringing the position to 15,830 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #108.

YorkBridge Wealth Partners first reported a position in VEA in Q4 2016 and has held it in 24 quarters since. The position peaked at $808K in Q2 2022. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

YorkBridge Wealth Partners held 15,830 shares of Vanguard FTSE Developed Markets ETF worth $664K as of Q4 2022.
YorkBridge Wealth Partners bought 47 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $1.9K.
Vanguard FTSE Developed Markets ETF made up 0.17% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #108 holding.
YorkBridge Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 24 quarters since.
YorkBridge Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $808K in Q2 2022.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.