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

Cabot 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
2019 Q2	–	Sell	-7,890	Closed	-$322K	–	133
2019 Q1	$322K	Buy	7,890 +268	+4%	+$10.7K	0.07%	109
2018 Q4	$283K	Sell	7,622 -2,466	-24%	-$97.6K	0.07%	110
2018 Q3	$437K	Hold	10,088	–	–	0.09%	94
2018 Q2	$433K	Sell	10,088 -466	-4%	-$20.8K	0.1%	94
2018 Q1	$467K	Hold	10,554	–	–	0.1%	91
2017 Q4	$473K	Sell	10,554 -5,012	-32%	-$221K	0.1%	93
2017 Q3	$676K	Buy	15,566 +1,100	+8%	+$46.7K	0.15%	85
2017 Q2	$598K	Buy	14,466 +2,536	+21%	+$103K	0.14%	94
2017 Q1	$469K	Buy	11,930 +764	+7%	+$29.3K	0.12%	100
2016 Q4	$408K	Buy	11,166 +2,126	+24%	+$77.6K	0.11%	113
2016 Q3	$338K	Sell	9,040 -119	-1%	-$4.38K	0.09%	123
2016 Q2	$324K	Buy	9,159 +514	+6%	+$18.6K	0.09%	124
2016 Q1	$310K	Buy	+8,645	New	+$298K	0.09%	116
2015 Q3	–	Sell	-5,461	Closed	-$217K	–	156
2015 Q2	$217K	Sell	5,461 -250	-4%	-$10.3K	0.05%	141
2015 Q1	$227K	Buy	+5,711	New	+$224K	0.06%	139

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

Cabot Wealth Management's VEA Position: Q2 2019 in Review

Cabot Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2019, closing a stake of 7,890 shares — an estimated $322K sold.

Cabot Wealth Management first reported a position in VEA in Q1 2015 and held it in 15 quarters. The position peaked at $676K in Q3 2017. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

Cabot Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2019 after selling out during the quarter.
Cabot Wealth Management sold 7,890 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $322K.
Cabot Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2015 and held it in 15 quarters.
Cabot Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $676K in Q3 2017.
1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on Cabot Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.