Accurate Investment Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Accurate Investment Solutions’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
2018 Q2	–	Sell	-667	Closed	-$30K	–	540
2018 Q1	$30K	Sell	667 -67,305	-99%	-$3.05M	0.02%	176
2017 Q4	$3.05M	Sell	67,972 -1,384	-2%	-$61.1K	2.24%	25
2017 Q3	$3.01M	Sell	69,356 -12,423	-15%	-$527K	2.27%	24
2017 Q2	$3.38M	Buy	+81,779	New	+$3.33M	2.78%	18

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Accurate Investment Solutions's VEA Position: Q2 2018 in Review

Accurate Investment Solutions sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2018, closing a stake of 667 shares — an estimated $30K sold.

Accurate Investment Solutions first reported a position in VEA in Q2 2017 and held it in 4 quarters. The position peaked at $3.38M in Q2 2017. 1,029 funds tracked by Wall St. Rank hold VEA as of Q2 2018.

Accurate Investment Solutions reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2018 after selling out during the quarter.
Accurate Investment Solutions sold 667 Vanguard FTSE Developed Markets ETF shares in Q2 2018, an estimated $30K.
Accurate Investment Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and held it in 4 quarters.
Accurate Investment Solutions's Vanguard FTSE Developed Markets ETF position peaked at $3.38M in Q2 2017.
1,029 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2018.

Based on Accurate Investment Solutions's 13F filing for Q2 2018, filed 11 Jul 2018.