CWH Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CWH Capital 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
2020 Q4	$1.78M	Sell	37,617 -60	-0.2%	-$2.64K	0.75%	33
2020 Q3	$1.54M	Buy	37,677 +2,497	+7%	+$102K	0.7%	32
2020 Q2	$1.36M	Buy	35,180 +5,292	+18%	+$193K	0.66%	32
2020 Q1	$996K	Sell	29,888 -66	-0.2%	-$2.65K	0.52%	32
2019 Q4	$1.32M	Sell	29,954 -8,374	-22%	-$357K	0.53%	36
2019 Q3	$1.57M	Buy	38,328 +3,378	+10%	+$138K	0.62%	34
2019 Q2	$1.46M	Sell	34,950 -7,825	-18%	-$323K	0.59%	34
2019 Q1	$1.75M	Buy	42,775 +14,450	+51%	+$577K	0.73%	31
2018 Q4	$1.05M	Sell	28,325 -120	-0.4%	-$4.75K	0.51%	32
2018 Q3	$1.23M	Buy	28,445 +3,000	+12%	+$129K	0.57%	30
2018 Q2	$1.09M	Buy	25,445 +15,600	+158%	+$695K	0.49%	31
2018 Q1	$436K	Buy	9,845 +980	+11%	+$44.5K	0.21%	38
2017 Q4	$398K	Sell	8,865 -20	-0.2%	-$884	0.19%	39
2017 Q3	$386K	Buy	8,885 +730	+9%	+$31K	0.19%	41
2017 Q2	$337K	Sell	8,155 -35	-0.4%	-$1.43K	0.18%	41
2017 Q1	$322K	Sell	8,190 -5,945	-42%	-$228K	0.17%	39
2016 Q4	$516K	Buy	14,135 +1,790	+14%	+$65.3K	0.31%	34
2016 Q3	$462K	Buy	12,345 +570	+5%	+$21K	0.32%	35
2016 Q2	$416K	Buy	11,775 +725	+7%	+$26.2K	0.3%	36
2016 Q1	$396K	Buy	11,050 +1,650	+18%	+$56.9K	0.28%	35
2015 Q4	$345K	Buy	9,400 +775	+9%	+$29.1K	0.22%	40
2015 Q3	$307K	Buy	8,625 +280	+3%	+$10.8K	0.21%	43
2015 Q2	$331K	Buy	8,345 +400	+5%	+$16.5K	0.19%	44
2015 Q1	$316K	Buy	7,945 +225	+3%	+$8.82K	0.19%	47
2014 Q4	$292K	Buy	7,720 +1,030	+15%	+$39.9K	0.19%	48
2014 Q3	$266K	Buy	6,690 +1,795	+37%	+$74.7K	0.21%	42
2014 Q2	$208K	Hold	4,895	–	–	0.17%	44
2014 Q1	$202K	Sell	4,895 -450	-8%	-$18.4K	0.17%	43
2013 Q4	$223K	Buy	+5,345	New	+$217K	0.19%	45

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWH Capital Management's VEA Position: Q4 2020 in Review

CWH Capital Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.16% in Q4 2020, selling an estimated $2.64K and leaving 37,617 shares worth $1.78M. The position accounts for 0.75% of the portfolio, ranked #33.

CWH Capital Management first reported a position in VEA in Q4 2013 and has held it in 29 quarters since. 1,467 funds tracked by Wall St. Rank hold VEA as of Q4 2020.

CWH Capital Management held 37,617 shares of Vanguard FTSE Developed Markets ETF worth $1.78M as of Q4 2020.
CWH Capital Management sold 60 Vanguard FTSE Developed Markets ETF shares in Q4 2020, an estimated $2.64K.
Vanguard FTSE Developed Markets ETF made up 0.75% of CWH Capital Management's portfolio in Q4 2020, its #33 holding.
CWH Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 29 quarters since.
1,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.