Beacon Pointe Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Beacon Pointe 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
2019 Q4	$15.8M	Sell	358,917 -3,017	-0.8%	-$129K	2.91%	8
2019 Q3	$14.9M	Buy	361,934 +761	+0.2%	+$31.1K	3.13%	5
2019 Q2	$15.1M	Buy	361,173 +877	+0.2%	+$36.1K	3.19%	4
2019 Q1	$14.7M	Buy	360,296 +280,123	+349%	+$11.2M	3.36%	4
2018 Q4	$2.98M	Buy	+80,173	New	+$3.17M	1.07%	18

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

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

MFRM

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

Beacon Pointe Wealth Advisors's VEA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.83% in Q4 2019, selling an estimated $129K and leaving 358,917 shares worth $15.8M. The position accounts for 2.91% of the portfolio, ranked #8.

Beacon Pointe Wealth Advisors first reported a position in VEA in Q4 2018 and has held it in 5 quarters since. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

Beacon Pointe Wealth Advisors held 358,917 shares of Vanguard FTSE Developed Markets ETF worth $15.8M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 3,017 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $129K.
Vanguard FTSE Developed Markets ETF made up 2.91% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #8 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 5 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.