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Advantage Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Advantage Investment 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
2019
Q3 		$38K Sell
930
-4,767
-84% -$195K 0.03% 393
2019
Q2 		$238K Sell
5,697
-112
-2% -$4.62K 0.18% 129
2019
Q1 		$237K Sell
5,809
-300
-5% -$12K 0.19% 128
2018
Q4 		$227K Sell
6,109
-5,429
-47% -$215K 0.17% 100
2018
Q3 		$499K Sell
11,538
-595
-5% -$25.6K 0.32% 62
2018
Q2 		$521K Sell
12,133
-5,050
-29% -$225K 0.38% 58
2018
Q1 		$760K Buy
17,183
+1,168
+7% +$53K 0.29% 74
2017
Q4 		$718K Buy
16,015
+3,401
+27% +$150K 0.22% 93
2017
Q3 		$548K Sell
12,614
-19,020
-60% -$807K 0.18% 100
2017
Q2 		$1.31M Buy
31,634
+23,391
+284% +$954K 0.46% 52
2017
Q1 		$324K Sell
8,243
-14,496
-64% -$556K 0.13% 119
2016
Q4 		$831K Sell
22,739
-403
-2% -$14.7K 0.31% 69
2016
Q3 		$866K Buy
23,142
+10,848
+88% +$399K 0.32% 61
2016
Q2 		$435K Buy
12,294
+6,535
+113% +$236K 0.2% 93
2016
Q1 		$207K Buy
5,759
+54
+0.9% +$1.86K 0.09% 119
2015
Q4 		$209K Buy
5,705
+2,933
+106% +$110K 0.11% 131
2015
Q3 		$99K Sell
2,772
-199
-7% -$7.64K 0.06% 222
2015
Q2 		$118K Sell
2,971
-167
-5% -$6.91K 0.06% 211
2015
Q1 		$125K Sell
3,138
-43
-1% -$1.69K 0.07% 196
2014
Q4 		$121K Buy
+3,181
New +$123K 0.09% 185

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Advantage Investment Management's VEA Position: Q3 2019 in Review

Advantage Investment Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 84% in Q3 2019, selling an estimated $195K and leaving 930 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #393.

Advantage Investment Management first reported a position in VEA in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.31M in Q2 2017. 1,191 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

  • Advantage Investment Management held 930 shares of Vanguard FTSE Developed Markets ETF worth $38K as of Q3 2019.
  • Advantage Investment Management sold 4,767 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $195K.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of Advantage Investment Management's portfolio in Q3 2019, its #393 holding.
  • Advantage Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $1.31M in Q2 2017.
  • 1,191 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.