Donor Advised Charitable Giving’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Donor Advised Charitable Giving’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
2021 Q2	–	Sell	-5,027	Closed	-$247K	–	115
2021 Q1	$247K	Buy	5,027 +413	+9%	+$20.2K	0.03%	109
2020 Q4	$218K	Buy	+4,614	New	+$203K	0.03%	109
2020 Q1	–	Sell	-5,411	Closed	-$238K	–	62
2019 Q4	$238K	Buy	5,411 +35	+0.7%	+$1.49K	0.13%	50
2019 Q3	$221K	Sell	5,376 -1,403	-21%	-$57.3K	0.17%	52
2019 Q2	$283K	Sell	6,779 -7,565	-53%	-$312K	0.23%	43
2019 Q1	$586K	Buy	14,344 +1,544	+12%	+$61.7K	0.49%	14
2018 Q4	$475K	Buy	12,800 +7,058	+123%	+$279K	0.56%	13
2018 Q3	$248K	Buy	+5,742	New	+$248K	0.18%	15

Other funds holding VEA

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Donor Advised Charitable Giving's VEA Position: Q2 2021 in Review

Donor Advised Charitable Giving sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2021, closing a stake of 5,027 shares — an estimated $247K sold.

Donor Advised Charitable Giving first reported a position in VEA in Q3 2018 and held it in 8 quarters. The position peaked at $586K in Q1 2019. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

Donor Advised Charitable Giving reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2021 after selling out during the quarter.
Donor Advised Charitable Giving sold 5,027 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $247K.
Donor Advised Charitable Giving first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 8 quarters.
Donor Advised Charitable Giving's Vanguard FTSE Developed Markets ETF position peaked at $586K in Q1 2019.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2021, filed 16 Jul 2021.