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Capital Wealth Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-31,811
Closed -$1.06M – 210
2020
Q1 		$1.06M Buy
+31,811
New +$1.28M 0.07% 70
2019
Q4 		– Sell
-35,217
Closed -$1.49M – 249
2019
Q3 		$1.49M Sell
35,217
-2,641
-7% -$108K 0.09% 63
2019
Q2 		$1.58M Buy
+37,858
New +$1.56M 0.11% 58

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Capital Wealth Planning's VEA Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2020, closing a stake of 31,811 shares — an estimated $1.06M sold.

Capital Wealth Planning first reported a position in VEA in Q2 2019 and held it in 3 quarters. The position peaked at $1.58M in Q2 2019. 1,262 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

  • Capital Wealth Planning reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 31,811 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $1.06M.
  • Capital Wealth Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Vanguard FTSE Developed Markets ETF position peaked at $1.58M in Q2 2019.
  • 1,262 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.