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Dragon Financial & Investment Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Dragon Financial & 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
2018
Q3 		$7.45M Sell
172,210
-12,700
-7% -$547K 8.45% 4
2018
Q2 		$7.93M Buy
+184,910
New +$8.24M 9.08% 3

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Dragon Financial & Investment Group's VEA Position: Q3 2018 in Review

Dragon Financial & Investment Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.9% in Q3 2018, selling an estimated $547K and leaving 172,210 shares worth $7.45M. The position accounts for 8.45% of the portfolio, ranked #4.

Dragon Financial & Investment Group first reported a position in VEA in Q2 2018 and has held it in 2 quarters since. The position peaked at $7.93M in Q2 2018. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

  • Dragon Financial & Investment Group held 172,210 shares of Vanguard FTSE Developed Markets ETF worth $7.45M as of Q3 2018.
  • Dragon Financial & Investment Group sold 12,700 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $547K.
  • Vanguard FTSE Developed Markets ETF made up 8.45% of Dragon Financial & Investment Group's portfolio in Q3 2018, its #4 holding.
  • Dragon Financial & Investment Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and has held it in 2 quarters since.
  • Dragon Financial & Investment Group's Vanguard FTSE Developed Markets ETF position peaked at $7.93M in Q2 2018.
  • 1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Dragon Financial & Investment Group's 13F filing for Q3 2018, filed 19 Oct 2018.