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D.L. Carlson Investment Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

D.L. Carlson Investment Group’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
-6,868
Closed -$303K – 167
2019
Q4 		$303K Hold
6,868
– – 0.09% 125
2019
Q3 		$282K Hold
6,868
– – 0.09% 127
2019
Q2 		$286K Hold
6,868
– – 0.09% 129
2019
Q1 		$281K Buy
+6,868
New +$274K 0.08% 129

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

D.L. Carlson Investment Group's VEA Position: Q1 2020 in Review

D.L. Carlson Investment Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 6,868 shares — an estimated $303K sold.

D.L. Carlson Investment Group first reported a position in VEA in Q1 2019 and held it in 4 quarters. The position peaked at $303K in Q4 2019. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

  • D.L. Carlson Investment Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 6,868 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $303K.
  • D.L. Carlson Investment Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and held it in 4 quarters.
  • D.L. Carlson Investment Group's Vanguard FTSE Developed Markets ETF position peaked at $303K in Q4 2019.
  • 1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2020, filed 7 May 2020.