American Economic Planning Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

American Economic Planning Group’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	$447K	Buy	10,876 +235	+2%	+$9.6K	0.12%	55
2019 Q2	$444K	Buy	10,641 +93	+0.9%	+$3.83K	0.13%	53
2019 Q1	$431K	Sell	10,548 -56,932	-84%	-$2.28M	0.13%	50
2018 Q4	$2.5M	Buy	+67,480	New	+$2.67M	0.81%	14
2017 Q2	–	Sell	-10,623	Closed	-$417K	–	79
2017 Q1	$417K	Sell	10,623 -2,924	-22%	-$112K	0.17%	39
2016 Q4	$494K	Sell	13,547 -180	-1%	-$6.57K	0.21%	29
2016 Q3	$517K	Hold	13,727	–	–	0.21%	28
2016 Q2	$485K	Buy	+13,727	New	+$496K	0.2%	26

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

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

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

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 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

American Economic Planning Group's VEA Position: Q3 2019 in Review

American Economic Planning Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.2% in Q3 2019, buying an estimated $9.6K and bringing the position to 10,876 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #55.

American Economic Planning Group first reported a position in VEA in Q2 2016 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2018. 1,192 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

American Economic Planning Group held 10,876 shares of Vanguard FTSE Developed Markets ETF worth $447K as of Q3 2019.
American Economic Planning Group bought 235 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $9.6K.
Vanguard FTSE Developed Markets ETF made up 0.12% of American Economic Planning Group's portfolio in Q3 2019, its #55 holding.
American Economic Planning Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and has held it in 8 quarters since.
American Economic Planning Group's Vanguard FTSE Developed Markets ETF position peaked at $2.5M in Q4 2018.
1,192 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.