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

Atlas Private 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 Q4	–	Sell	-66	Closed	-$3K	–	666
2021 Q3	$3K	Sell	66 -301	-82%	-$15.7K	﹤0.01%	642
2021 Q2	$19K	Sell	367 -1,340	-79%	-$69.2K	0.01%	377
2021 Q1	$84K	Buy	1,707 +1,338	+363%	+$65.4K	0.05%	180
2020 Q4	$17K	Buy	+369	New	+$16.2K	0.01%	359

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 $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Advisors's VEA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2021, closing a stake of 66 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in VEA in Q4 2020 and held it in 4 quarters. The position peaked at $84K in Q1 2021. 1,815 funds tracked by Wall St. Rank hold VEA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 66 Vanguard FTSE Developed Markets ETF shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $84K in Q1 2021.
1,815 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.