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

Ballew 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
2018
Q4 		– Sell
-246
Closed -$10K – 419
2018
Q3 		$10K Buy
246
+1
+0.4% +$43 0.01% 294
2018
Q2 		$11K Buy
+245
New +$10.9K 0.01% 295

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ballew Advisors's VEA Position: Q4 2018 in Review

Ballew Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 246 shares — an estimated $10K sold.

Ballew Advisors first reported a position in VEA in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

  • Ballew Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 246 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $10K.
  • Ballew Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 2 quarters.
  • Ballew Advisors's Vanguard FTSE Developed Markets ETF position peaked at $11K in Q2 2018.
  • 1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.