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Cooper/Haims Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cooper/Haims Advisors’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
Q1 		– Sell
-9,284
Closed -$409K – 53
2019
Q4 		$409K Sell
9,284
-41
-0.4% -$1.75K 0.23% 31
2019
Q3 		$383K Buy
9,325
+2
+0% +$82 0.23% 29
2019
Q2 		$389K Sell
9,323
-648
-6% -$26.7K 0.24% 29
2019
Q1 		$407K Hold
9,971
– – 0.26% 27
2018
Q4 		$370K Buy
+9,971
New +$395K 0.26% 29

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cooper/Haims Advisors's VEA Position: Q1 2020 in Review

Cooper/Haims Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 9,284 shares — an estimated $409K sold.

Cooper/Haims Advisors first reported a position in VEA in Q4 2018 and held it in 5 quarters. The position peaked at $409K in Q4 2019. 1,265 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

  • Cooper/Haims Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Cooper/Haims Advisors sold 9,284 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $409K.
  • Cooper/Haims Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 5 quarters.
  • Cooper/Haims Advisors's Vanguard FTSE Developed Markets ETF position peaked at $409K in Q4 2019.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Cooper/Haims Advisors's 13F filing for Q1 2020, filed 13 May 2020.