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

Berman Capital 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 Q3	$1.43M	Buy	28,375 +19	+0.1%	+$988	0.23%	54
2021 Q2	$1.46M	Sell	28,356 -1,035	-4%	-$53.4K	0.23%	53
2021 Q1	$1.44M	Sell	29,391 -40,740	-58%	-$1.99M	0.3%	43
2020 Q4	$3.31M	Buy	70,131 +3,652	+5%	+$161K	0.79%	18
2020 Q3	$2.72M	Sell	66,479 -326	-0.5%	-$13.4K	0.77%	20
2020 Q2	$2.59M	Sell	66,805 -41,722	-38%	-$1.52M	0.68%	22
2020 Q1	$3.62M	Buy	+108,527	New	+$4.35M	1.17%	15
2018 Q4	–	Sell	-96,820	Closed	-$4.19M	–	1268
2018 Q3	$4.19M	Sell	96,820 -7,053	-7%	-$304K	1.76%	13
2018 Q2	$4.46M	Sell	103,873 -3,872	-4%	-$173K	1.55%	16
2018 Q1	$4.77M	Sell	107,745 -3,463	-3%	-$157K	1.82%	15
2017 Q4	$4.99M	Buy	+111,208	New	+$4.91M	1.65%	18

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 $424B AUM 22.94% 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

Berman Capital Advisors's VEA Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.07% in Q3 2021, buying an estimated $988 and bringing the position to 28,375 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #54.

Berman Capital Advisors first reported a position in VEA in Q4 2017 and has held it in 11 quarters since. The position peaked at $4.99M in Q4 2017. 1,567 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

Berman Capital Advisors held 28,375 shares of Vanguard FTSE Developed Markets ETF worth $1.43M as of Q3 2021.
Berman Capital Advisors bought 19 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $988.
Vanguard FTSE Developed Markets ETF made up 0.23% of Berman Capital Advisors's portfolio in Q3 2021, its #54 holding.
Berman Capital Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 11 quarters since.
Berman Capital Advisors's Vanguard FTSE Developed Markets ETF position peaked at $4.99M in Q4 2017.
1,567 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.