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

Catamount 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
2018 Q4	–	Sell	-605	Closed	-$26K	–	226
2018 Q3	$26K	Hold	605	–	–	0.01%	110
2018 Q2	$26K	Hold	605	–	–	0.01%	106
2018 Q1	$27K	Hold	605	–	–	0.01%	103
2017 Q4	$27K	Buy	+605	New	+$26.7K	0.02%	105

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Catamount Wealth Management's VEA Position: Q4 2018 in Review

Catamount Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 605 shares — an estimated $26K sold.

Catamount Wealth Management first reported a position in VEA in Q4 2017 and held it in 4 quarters. The position peaked at $27K in Q1 2018. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Catamount Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 605 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $26K.
Catamount Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 4 quarters.
Catamount Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $27K in Q1 2018.
1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.