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

Concert 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
2017
Q1 		– Sell
-10,241
Closed -$372K – 516
2016
Q4 		$372K Sell
10,241
-24,577
-71% -$897K 0.08% 307
2016
Q3 		$1.3M Buy
34,818
+3,127
+10% +$115K 0.16% 161
2016
Q2 		$1.12M Sell
31,691
-22,875
-42% -$826K 0.15% 186
2016
Q1 		$1.96M Buy
54,566
+2,518
+5% +$86.9K 0.26% 95
2015
Q4 		$1.91M Sell
52,048
-11,924
-19% -$447K 0.26% 94
2015
Q3 		$2.28M Buy
63,972
+21,946
+52% +$843K 0.31% 64
2015
Q2 		$1.67M Buy
42,026
+8,036
+24% +$332K 0.21% 109
2015
Q1 		$1.1M Buy
33,990
+23,557
+226% +$923K 0.31% 72
2014
Q4 		$395K Buy
10,433
+3,787
+57% +$147K 0.06% 376
2014
Q3 		$267K Buy
6,646
+307
+5% +$12.8K 0.04% 416
2014
Q2 		$261K Sell
6,339
-545
-8% -$23K 0.03% 449
2014
Q1 		$281K Sell
6,884
-1,629
-19% -$66.7K 0.04% 422
2013
Q4 		$354K Sell
8,513
-379
-4% -$15.4K 0.05% 338
2013
Q3 		$352K Buy
8,892
+1,084
+14% +$41.3K 0.05% 332
2013
Q2 		$278K Buy
+7,808
New +$292K 0.04% 358

Other funds holding VEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's VEA Position: Q1 2017 in Review

Concert Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2017, closing a stake of 10,241 shares — an estimated $372K sold.

Concert Wealth Management first reported a position in VEA in Q2 2013 and held it in 15 quarters. The position peaked at $2.28M in Q3 2015. 794 funds tracked by Wall St. Rank hold VEA as of Q1 2017.

  • Concert Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,241 Vanguard FTSE Developed Markets ETF shares in Q1 2017, an estimated $372K.
  • Concert Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.28M in Q3 2015.
  • 794 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.