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Chessman Wealth Strategies RIA’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Chessman Wealth Strategies RIA’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
-4
Closed – – 168
2018
Q3 		$0 Buy
+4
New +$172 ﹤0.01% 207
2018
Q1 		– Sell
-53,489
Closed -$2.4M – 33
2017
Q4 		$2.4M Buy
+53,489
New +$2.36M 2.4% 14

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chessman Wealth Strategies RIA's VEA Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 4 shares.

Chessman Wealth Strategies RIA first reported a position in VEA in Q4 2017 and held it in 2 quarters. The position peaked at $2.4M in Q4 2017. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 4 Vanguard FTSE Developed Markets ETF shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 2 quarters.
  • Chessman Wealth Strategies RIA's Vanguard FTSE Developed Markets ETF position peaked at $2.4M in Q4 2017.
  • 1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.