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Appropriate Balance Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Appropriate Balance Financial 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
2017
Q3 		$169K Buy
7,356
+428
+6% +$18.2K 8.42% 4
2017
Q2 		$168K Buy
6,928
+304
+5% +$12.4K 8.51% 4
2017
Q1 		$169K Sell
6,624
-160,192
-96% -$6.14M 8.44% 4
2016
Q4 		$6.09M Buy
166,816
+785
+0.5% +$28.6K 3.73% 9
2016
Q3 		$6.21M Sell
166,031
-913
-0.5% -$33.6K 3.98% 9
2016
Q2 		$5.9M Buy
+166,944
New +$6.03M 3.91% 9

Other funds holding VEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Appropriate Balance Financial Services's VEA Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.2% in Q3 2017, buying an estimated $18.2K and bringing the position to 7,356 shares worth $169K. The position accounts for 8.42% of the portfolio, ranked #4.

Appropriate Balance Financial Services first reported a position in VEA in Q2 2016 and has held it in 6 quarters since. The position peaked at $6.21M in Q3 2016. 863 funds tracked by Wall St. Rank hold VEA as of Q3 2017.

  • Appropriate Balance Financial Services held 7,356 shares of Vanguard FTSE Developed Markets ETF worth $169K as of Q3 2017.
  • Appropriate Balance Financial Services bought 428 Vanguard FTSE Developed Markets ETF shares in Q3 2017, an estimated $18.2K.
  • Vanguard FTSE Developed Markets ETF made up 8.42% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #4 holding.
  • Appropriate Balance Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and has held it in 6 quarters since.
  • Appropriate Balance Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $6.21M in Q3 2016.
  • 863 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.