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Asset Planning Services (Pennsylvania)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		$4.25M Buy
83,267
+4,921
+6% +$253K 1.97% 16
2021
Q3 		$3.96M Buy
78,346
+8,766
+13% +$456K 1.9% 16
2021
Q2 		$3.58M Sell
69,580
-9,483
-12% -$489K 1.72% 17
2021
Q1 		$3.88M Buy
79,063
+11,424
+17% +$558K 1.79% 17
2020
Q4 		$3.19M Sell
67,639
-7,188
-10% -$316K 1.53% 17
2020
Q3 		$3.06M Buy
74,827
+287
+0.4% +$11.8K 1.32% 17
2020
Q2 		$2.89M Buy
74,540
+4,898
+7% +$179K 1.25% 17
2020
Q1 		$2.32M Buy
69,642
+1,023
+1% +$41K 1.15% 17
2019
Q4 		$3.01M Buy
68,619
+392
+0.6% +$16.7K 1.24% 16
2019
Q3 		$2.8M Buy
68,227
+260
+0.4% +$10.6K 1.21% 16
2019
Q2 		$2.83M Buy
67,967
+652
+1% +$26.9K 1.25% 16
2019
Q1 		$2.75M Buy
67,315
+132
+0.2% +$5.28K 1.28% 15
2018
Q4 		$2.49M Sell
67,183
-1,399
-2% -$55.4K 1.26% 14
2018
Q3 		$2.8M Sell
68,582
-17,772
-21% -$766K 1.33% 15
2018
Q2 		$3.71M Buy
86,354
+622
+0.7% +$27.7K 1.81% 13
2018
Q1 		$3.79M Buy
85,732
+1,653
+2% +$75K 1.95% 12
2017
Q4 		$3.77M Buy
84,079
+21,484
+34% +$949K 1.95% 11
2017
Q3 		$2.72M Buy
62,595
+6,050
+11% +$257K 1.5% 12
2017
Q2 		$2.34M Buy
56,545
+4,795
+9% +$195K 1.49% 14
2017
Q1 		$2.03M Buy
51,750
+14,974
+41% +$574K 1.37% 17
2016
Q4 		$1.34M Sell
36,776
-4,582
-11% -$167K 1.06% 19
2016
Q3 		$1.55M Buy
41,358
+146
+0.4% +$5.37K 1.29% 18
2016
Q2 		$1.46M Buy
41,212
+922
+2% +$33.3K 1.26% 18
2016
Q1 		$1.45M Buy
40,290
+157
+0.4% +$5.42K 1.31% 18
2015
Q4 		$1.47M Sell
40,133
-1,929
-5% -$72.3K 1.42% 15
2015
Q3 		$1.5M Buy
42,062
+8,804
+26% +$338K 1.51% 15
2015
Q2 		$1.32M Buy
+33,258
New +$1.38M 1.27% 16

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 $424B AUM 22.96% 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 $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VEA Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.3% in Q4 2021, buying an estimated $253K and bringing the position to 83,267 shares worth $4.25M. The position accounts for 1.97% of the portfolio, ranked #16.

Asset Planning Services (Pennsylvania) first reported a position in VEA in Q2 2015 and has held it in 27 quarters since. 1,816 funds tracked by Wall St. Rank hold VEA as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 83,267 shares of Vanguard FTSE Developed Markets ETF worth $4.25M as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 4,921 Vanguard FTSE Developed Markets ETF shares in Q4 2021, an estimated $253K.
  • Vanguard FTSE Developed Markets ETF made up 1.97% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #16 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and has held it in 27 quarters since.
  • 1,816 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.