AFA
VEA icon

Atlanta Financial Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Atlanta Financial Associates’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
Q1 		$251K Hold
5,323
– – 0.12% 63
2020
Q4 		$251K Buy
5,323
+3
+0.1% +$132 0.12% 63
2020
Q3 		$218K Buy
5,320
+1
+0% +$41 0.11% 64
2020
Q2 		$206K Sell
5,319
-3,239
-38% -$118K 0.11% 63
2020
Q1 		$285K Buy
+8,558
New +$343K 0.23% 41

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
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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlanta Financial Associates's VEA Position: Q1 2021 in Review

Atlanta Financial Associates held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2021 at 5,323 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #63.

Atlanta Financial Associates first reported a position in VEA in Q1 2020 and has held it in 5 quarters since. The position peaked at $285K in Q1 2020. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

  • Atlanta Financial Associates held 5,323 shares of Vanguard FTSE Developed Markets ETF worth $251K as of Q1 2021.
  • Atlanta Financial Associates left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2021.
  • Vanguard FTSE Developed Markets ETF made up 0.12% of Atlanta Financial Associates's portfolio in Q1 2021, its #63 holding.
  • Atlanta Financial Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's Vanguard FTSE Developed Markets ETF position peaked at $285K in Q1 2020.
  • 1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.