Barber Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Barber Financial Group’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
2019 Q2	–	Sell	-5,786	Closed	-$236K	–	152
2019 Q1	$236K	Sell	5,786 -1,966	-25%	-$78.6K	0.05%	114
2018 Q4	$288K	Sell	7,752 -1,097	-12%	-$43.4K	0.06%	106
2018 Q3	$383K	Buy	8,849 +1,208	+16%	+$52.1K	0.09%	90
2018 Q2	$328K	Sell	7,641 -109	-1%	-$4.86K	0.1%	89
2018 Q1	$343K	Hold	7,750	–	–	0.09%	93
2017 Q4	$348K	Sell	7,750 -64,610	-89%	-$2.85M	0.09%	86
2017 Q3	$3.14M	Sell	72,360 -4,633	-6%	-$197K	0.89%	38
2017 Q2	$3.18M	Buy	76,993 +5,703	+8%	+$232K	1.03%	25
2017 Q1	$2.8M	Buy	71,290 +6,114	+9%	+$234K	0.96%	26
2016 Q4	$2.38M	Buy	+65,176	New	+$2.38M	0.86%	24

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Barber Financial Group's VEA Position: Q2 2019 in Review

Barber Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2019, closing a stake of 5,786 shares — an estimated $236K sold.

Barber Financial Group first reported a position in VEA in Q4 2016 and held it in 10 quarters. The position peaked at $3.18M in Q2 2017. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

Barber Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2019 after selling out during the quarter.
Barber Financial Group sold 5,786 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $236K.
Barber Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and held it in 10 quarters.
Barber Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $3.18M in Q2 2017.
1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on Barber Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.