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

BT 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
2020 Q1	–	Sell	-276,066	Closed	-$12.2M	–	72
2019 Q4	$12.2M	Sell	276,066 -602	-0.2%	-$25.7K	6.19%	4
2019 Q3	$11.4M	Sell	276,668 -2,282	-0.8%	-$93.2K	6.34%	4
2019 Q2	$11.1M	Sell	278,950 -3,293	-1%	-$136K	6.41%	4
2019 Q1	$11.5M	Sell	282,243 -101,071	-26%	-$4.04M	6.8%	3
2018 Q4	$15.3M	Buy	+383,314	New	+$15.2M	6.58%	4

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BT Wealth Management's VEA Position: Q1 2020 in Review

BT Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 276,066 shares — an estimated $12.2M sold.

BT Wealth Management first reported a position in VEA in Q4 2018 and held it in 5 quarters. The position peaked at $15.3M in Q4 2018. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

BT Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
BT Wealth Management sold 276,066 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $12.2M.
BT Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 5 quarters.
BT Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $15.3M in Q4 2018.
1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on BT Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.