Diligent Investors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Diligent Investors’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
2015 Q4	–	Sell	-6,500	Closed	-$250K	–	146
2015 Q3	$250K	Hold	6,500	–	–	0.27%	113
2015 Q2	$263K	Hold	6,500	–	–	0.28%	112
2015 Q1	$271K	Hold	6,500	–	–	0.28%	112
2014 Q4	$252K	Buy	+6,500	New	+$252K	0.26%	115

Other funds holding VEA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CSIA

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

Diligent Investors's VEA Position: Q4 2015 in Review

Diligent Investors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2015, closing a stake of 6,500 shares — an estimated $250K sold.

Diligent Investors first reported a position in VEA in Q4 2014 and held it in 4 quarters. The position peaked at $271K in Q1 2015. 631 funds tracked by Wall St. Rank hold VEA as of Q4 2015.

Diligent Investors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2015 after selling out during the quarter.
Diligent Investors sold 6,500 Vanguard FTSE Developed Markets ETF shares in Q4 2015, an estimated $250K.
Diligent Investors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and held it in 4 quarters.
Diligent Investors's Vanguard FTSE Developed Markets ETF position peaked at $271K in Q1 2015.
631 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2015.

Based on Diligent Investors's 13F filing for Q4 2015, filed 2 Feb 2016.