ARS Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

ARS Wealth 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
2021 Q2	$398K	Hold	7,722	–	–	0.07%	90
2021 Q1	$379K	Hold	7,722	–	–	0.08%	83
2020 Q4	$365K	Sell	7,722 -1,110	-13%	-$48.8K	0.08%	87
2020 Q3	$361K	Buy	8,832 +1,416	+19%	+$58.1K	0.1%	74
2020 Q2	$288K	Buy	7,416 +5	+0.1%	+$183	0.09%	78
2020 Q1	$247K	Sell	7,411 -846	-10%	-$33.9K	0.1%	77
2019 Q4	$364K	Buy	8,257 +9	+0.1%	+$384	0.11%	74
2019 Q3	$339K	Sell	8,248 -699	-8%	-$28.5K	0.11%	75
2019 Q2	$373K	Sell	8,947 -111	-1%	-$4.58K	0.12%	75
2019 Q1	$370K	Sell	9,058 -4,005	-31%	-$160K	0.12%	79
2018 Q4	$485K	Sell	13,063 -15,379	-54%	-$609K	0.18%	65
2018 Q3	$1.23M	Sell	28,442 -183,794	-87%	-$7.92M	0.41%	38
2018 Q2	$9.11M	Buy	212,236 +10,946	+5%	+$488K	3.27%	8
2018 Q1	$8.91M	Buy	201,290 +79,761	+66%	+$3.62M	3.32%	7
2017 Q4	$5.45M	Buy	+121,529	New	+$5.37M	2.02%	10

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ARS Wealth Advisors's VEA Position: Q2 2021 in Review

ARS Wealth Advisors held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2021 at 7,722 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #90.

ARS Wealth Advisors first reported a position in VEA in Q4 2017 and has held it in 15 quarters since. The position peaked at $9.11M in Q2 2018. 1,558 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

ARS Wealth Advisors held 7,722 shares of Vanguard FTSE Developed Markets ETF worth $398K as of Q2 2021.
ARS Wealth Advisors left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2021.
Vanguard FTSE Developed Markets ETF made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #90 holding.
ARS Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 15 quarters since.
ARS Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $9.11M in Q2 2018.
1,558 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.