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American Trust Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

American Trust Investment Advisors’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
Q2 		– Sell
-37,079
Closed -$1.78M – 89
2022
Q1 		$1.78M Buy
37,079
+710
+2% +$34.6K 0.91% 40
2021
Q4 		$1.86M Buy
36,369
+2,408
+7% +$124K 0.92% 40
2021
Q3 		$1.72M Buy
33,961
+30,050
+768% +$1.56M 0.97% 40
2021
Q2 		$201K Buy
+3,911
New +$202K 0.11% 84
2020
Q1 		– Sell
-21,426
Closed -$944K – 76
2019
Q4 		$944K Buy
21,426
+713
+3% +$30.4K 0.69% 36
2019
Q3 		$851K Sell
20,713
-14,122
-41% -$577K 0.65% 37
2019
Q2 		$1.45M Sell
34,835
-2,165
-6% -$89.2K 1.13% 37
2019
Q1 		$1.51M Sell
37,000
-12,805
-26% -$512K 1.16% 40
2018
Q4 		$1.85M Sell
49,805
-350
-0.7% -$13.9K 1.64% 32
2018
Q3 		$2.17M Buy
50,155
+330
+0.7% +$14.2K 1.69% 22
2018
Q2 		$2.14M Sell
49,825
-1,288
-3% -$57.4K 1.75% 23
2018
Q1 		$2.26M Buy
51,113
+554
+1% +$25.1K 1.81% 23
2017
Q4 		$2.27M Sell
50,559
-185
-0.4% -$8.17K 1.78% 23
2017
Q3 		$2.2M Sell
50,744
-2,942
-5% -$125K 1.97% 22
2017
Q2 		$2.22M Sell
53,686
-48
-0.1% -$1.96K 1.94% 22
2017
Q1 		$2.11M Sell
53,734
-2,970
-5% -$114K 1.91% 23
2016
Q4 		$2.07M Sell
56,704
-2,455
-4% -$89.6K 2.01% 22
2016
Q3 		$2.21M Buy
59,159
+50
+0.1% +$1.84K 2.23% 19
2016
Q2 		$2.09M Buy
59,109
+86
+0.1% +$3.11K 2.15% 19
2016
Q1 		$2.12M Buy
59,023
+185
+0.3% +$6.38K 2.18% 20
2015
Q4 		$2.16M Buy
+58,838
New +$2.21M 2.44% 12
2015
Q3 		– Sell
-58,270
Closed -$2.31M – 79
2015
Q2 		$2.31M Sell
58,270
-515
-0.9% -$21.3K 2.3% 18
2015
Q1 		$2.34M Sell
58,785
-990
-2% -$38.8K 2.32% 18
2014
Q4 		$2.26M Buy
+59,775
New +$2.31M 2.4% 11

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

American Trust Investment Advisors's VEA Position: Q2 2022 in Review

American Trust Investment Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 37,079 shares — an estimated $1.78M sold.

American Trust Investment Advisors first reported a position in VEA in Q4 2014 and held it in 24 quarters. The position peaked at $2.34M in Q1 2015. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • American Trust Investment Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • American Trust Investment Advisors sold 37,079 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $1.78M.
  • American Trust Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and held it in 24 quarters.
  • American Trust Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $2.34M in Q1 2015.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on American Trust Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.