Delphi Private Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Delphi Private 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
2018 Q4	–	Sell	-7,832	Closed	-$339K	–	67
2018 Q3	$339K	Sell	7,832 -1,088	-12%	-$46.9K	1.16%	7
2018 Q2	$383K	Hold	8,920	–	–	1.28%	7
2018 Q1	$395K	Hold	8,920	–	–	1.57%	6
2017 Q4	$400K	Buy	8,920 +7,832	+720%	+$346K	0.98%	11
2017 Q3	$47K	Hold	1,088	–	–	0.14%	34
2017 Q2	$45K	Hold	1,088	–	–	0.09%	41
2017 Q1	$43K	Buy	+1,088	New	+$41.7K	0.08%	37

Other funds holding VEA

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

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

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

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

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

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

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

CSIA

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

TAIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Delphi Private Advisors's VEA Position: Q4 2018 in Review

Delphi Private Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 7,832 shares — an estimated $339K sold.

Delphi Private Advisors first reported a position in VEA in Q1 2017 and held it in 7 quarters. The position peaked at $400K in Q4 2017. 1,151 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Delphi Private Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 7,832 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $339K.
Delphi Private Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and held it in 7 quarters.
Delphi Private Advisors's Vanguard FTSE Developed Markets ETF position peaked at $400K in Q4 2017.
1,151 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.