Advocacy Wealth Management Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Advocacy Wealth Management Services’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	-359	Closed	-$16K	–	198
2018 Q1	$16K	Buy	359 +300	+508%	+$13.6K	0.01%	106
2017 Q4	$3K	Sell	59 -11	-16%	-$486	﹤0.01%	199
2017 Q3	$3K	Buy	+70	New	+$2.97K	﹤0.01%	252
2017 Q2	–	Sell	-70	Closed	-$3K	–	301
2017 Q1	$3K	Buy	+70	New	+$2.68K	﹤0.01%	282
2016 Q3	–	Sell	-5,033	Closed	-$49K	–	391
2016 Q2	$49K	Sell	5,033 -12,531	-71%	-$453K	0.02%	146
2016 Q1	$630K	Sell	17,564 -34,555	-66%	-$1.19M	0.44%	39
2015 Q4	$1.92M	Buy	+52,119	New	+$1.95M	2.17%	9
2013 Q3	$1.7M	Buy	42,668 +30,713	+257%	+$1.17M	4.63%	3
2013 Q2	$426K	Buy	+11,955	New	+$447K	1.7%	12

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

Advocacy Wealth Management Services's VEA Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2018, closing a stake of 359 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in VEA in Q2 2013 and held it in 9 quarters. The position peaked at $1.92M in Q4 2015. 1,030 funds tracked by Wall St. Rank hold VEA as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 359 Vanguard FTSE Developed Markets ETF shares in Q2 2018, an estimated $16K.
Advocacy Wealth Management Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 9 quarters.
Advocacy Wealth Management Services's Vanguard FTSE Developed Markets ETF position peaked at $1.92M in Q4 2015.
1,030 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.