Congress Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Congress Asset 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 Q3	–	Sell	-4,883	Closed	-$209K	–	377
2018 Q2	$209K	Buy	+4,883	New	+$218K	﹤0.01%	364
2015 Q3	–	Sell	-5,344	Closed	-$212K	–	229
2015 Q2	$212K	Buy	+5,344	New	+$221K	0.01%	220
2015 Q1	–	Sell	-5,344	Closed	-$202K	–	240
2014 Q4	$202K	Hold	5,344	–	–	0.01%	230
2014 Q3	$212K	Hold	5,344	–	–	0.01%	230
2014 Q2	$228K	Sell	5,344 -10,963	-67%	-$462K	0.01%	228
2014 Q1	$673K	Buy	+16,307	New	+$668K	0.02%	197

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

CSIA

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Congress Asset Management's VEA Position: Q3 2018 in Review

Congress Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2018, closing a stake of 4,883 shares — an estimated $209K sold.

Congress Asset Management first reported a position in VEA in Q1 2014 and held it in 6 quarters. The position peaked at $673K in Q1 2014. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

Congress Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2018 after selling out during the quarter.
Congress Asset Management sold 4,883 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $209K.
Congress Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2014 and held it in 6 quarters.
Congress Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $673K in Q1 2014.
1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Congress Asset Management's 13F filing for Q3 2018, filed 26 Oct 2018.