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

Braver 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
2016 Q4	$2.91M	Buy	79,743 +9,547	+14%	+$348K	0.47%	66
2016 Q3	$2.63M	Buy	70,196 +2,777	+4%	+$102K	0.44%	67
2016 Q2	$2.38M	Sell	67,419 -136,751	-67%	-$4.94M	0.41%	63
2016 Q1	$7.33M	Buy	204,170 +24,692	+14%	+$852K	1.21%	19
2015 Q4	$6.59M	Buy	179,478 +63,165	+54%	+$2.37M	1.36%	15
2015 Q3	$4.14M	Buy	116,313 +3,000	+3%	+$115K	1.03%	23
2015 Q2	$4.49M	Sell	113,313 -1,856	-2%	-$76.7K	1.09%	22
2015 Q1	$4.59M	Sell	115,169 -1,752	-1%	-$68.7K	0.94%	26
2014 Q4	$4.43M	Buy	116,921 +105,009	+882%	+$4.07M	0.91%	24
2014 Q3	$474K	Buy	11,912 +53	+0.4%	+$2.21K	0.14%	61
2014 Q2	$505K	Buy	11,859 +273	+2%	+$11.5K	0.13%	70
2014 Q1	$178K	Sell	11,586 -9,832	-46%	-$403K	0.05%	76
2013 Q4	$893K	Buy	21,418 +1,644	+8%	+$66.7K	0.31%	54
2013 Q3	$783K	Buy	19,774 +1,978	+11%	+$75.3K	0.27%	59
2013 Q2	$634K	Buy	+17,796	New	+$665K	0.29%	52

Other funds holding VEA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Braver Wealth Management's VEA Position: Q4 2016 in Review

Braver Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q4 2016, buying an estimated $348K and bringing the position to 79,743 shares worth $2.91M. The position accounts for 0.47% of the portfolio, ranked #66.

Braver Wealth Management first reported a position in VEA in Q2 2013 and has held it in 15 quarters since. The position peaked at $7.33M in Q1 2016. 733 funds tracked by Wall St. Rank hold VEA as of Q4 2016.

Braver Wealth Management held 79,743 shares of Vanguard FTSE Developed Markets ETF worth $2.91M as of Q4 2016.
Braver Wealth Management bought 9,547 Vanguard FTSE Developed Markets ETF shares in Q4 2016, an estimated $348K.
Vanguard FTSE Developed Markets ETF made up 0.47% of Braver Wealth Management's portfolio in Q4 2016, its #66 holding.
Braver Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $7.33M in Q1 2016.
733 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.