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

Atlas Private Wealth Management’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	–	Sell	-810	Closed	-$40K	–	359
2021 Q1	$40K	Sell	810 -800	-50%	-$39.1K	0.03%	207
2020 Q4	$76K	Hold	1,610	–	–	0.05%	167
2020 Q3	$66K	Hold	1,610	–	–	0.05%	167
2020 Q2	$62K	Hold	1,610	–	–	0.05%	178
2020 Q1	$54K	Hold	1,610	–	–	0.05%	176
2019 Q4	$71K	Buy	+1,610	New	+$68.7K	0.05%	180

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

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

Atlas Private Wealth Management's VEA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2021, closing a stake of 810 shares — an estimated $40K sold.

Atlas Private Wealth Management first reported a position in VEA in Q4 2019 and held it in 6 quarters. The position peaked at $76K in Q4 2020. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 810 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $40K.
Atlas Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $76K in Q4 2020.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.