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CT Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CT Financial 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
2017
Q1 		$99.6K Buy
2,535
+9
+0.4% +$345 0.06% 203
2016
Q4 		$92.3K Buy
2,526
+19
+0.8% +$693 0.06% 207
2016
Q3 		$93.8K Buy
2,507
+10
+0.4% +$368 0.06% 205
2016
Q2 		$88.3K Buy
2,497
+30
+1% +$1.08K 0.05% 206
2016
Q1 		$88.5K Buy
2,467
+11
+0.4% +$380 0.05% 218
2015
Q4 		$90.2K Buy
2,456
+22
+0.9% +$825 0.05% 219
2015
Q3 		$86.7K Buy
2,434
+28
+1% +$1.08K 0.05% 224
2015
Q2 		$95.4K Hold
2,406
– – 0.05% 226
2015
Q1 		$95.8K Buy
2,406
+545
+29% +$21.4K 0.05% 230
2014
Q4 		$70.5K Buy
+1,861
New +$72.1K 0.05% 205
2014
Q1 		$95.8K Buy
+2,406
New +$98.5K 0.05% 230

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

CT Financial Advisors's VEA Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.36% in Q1 2017, buying an estimated $345 and bringing the position to 2,535 shares worth $99.6K. The position accounts for 0.06% of the portfolio, ranked #203.

CT Financial Advisors first reported a position in VEA in Q1 2014 and has held it in 11 quarters since. 794 funds tracked by Wall St. Rank hold VEA as of Q1 2017.

  • CT Financial Advisors held 2,535 shares of Vanguard FTSE Developed Markets ETF worth $99.6K as of Q1 2017.
  • CT Financial Advisors bought 9 Vanguard FTSE Developed Markets ETF shares in Q1 2017, an estimated $345.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of CT Financial Advisors's portfolio in Q1 2017, its #203 holding.
  • CT Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2014 and has held it in 11 quarters since.
  • 794 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.