Epstein & White Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Epstein & White Financial’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	$454K	Sell	8,788 -62	-0.7%	-$3.2K	0.12%	42
2021 Q1	$436K	Buy	8,850 +1,052	+13%	+$51.4K	0.13%	41
2020 Q4	$368K	Buy	+7,798	New	+$343K	0.11%	45
2020 Q2	–	Sell	-6,709	Closed	-$223K	–	84
2020 Q1	$223K	Buy	6,709 +1,047	+18%	+$42K	0.09%	69
2019 Q4	$251K	Sell	5,662 -673	-11%	-$28.7K	0.11%	63
2019 Q3	$260K	Sell	6,335 -3,089	-33%	-$126K	0.13%	55
2019 Q2	$391K	Buy	9,424 +805	+9%	+$33.2K	0.21%	53
2019 Q1	$350K	Sell	8,619 -2,694	-24%	-$108K	0.2%	55
2018 Q4	$420K	Sell	11,313 -573	-5%	-$22.7K	0.26%	33
2018 Q3	$513K	Sell	11,886 -4,297	-27%	-$185K	0.34%	35
2018 Q2	$695K	Sell	16,183 -43,231	-73%	-$1.93M	0.52%	25
2018 Q1	$2.63M	Sell	59,414 -113,322	-66%	-$5.14M	1.68%	13
2017 Q4	$8.09M	Buy	+172,736	New	+$7.63M	4.68%	5

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

Epstein & White Financial's VEA Position: Q2 2021 in Review

Epstein & White Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.7% in Q2 2021, selling an estimated $3.2K and leaving 8,788 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #42.

Epstein & White Financial first reported a position in VEA in Q4 2017 and has held it in 13 quarters since. The position peaked at $8.09M in Q4 2017. 1,558 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

Epstein & White Financial held 8,788 shares of Vanguard FTSE Developed Markets ETF worth $454K as of Q2 2021.
Epstein & White Financial sold 62 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $3.2K.
Vanguard FTSE Developed Markets ETF made up 0.12% of Epstein & White Financial's portfolio in Q2 2021, its #42 holding.
Epstein & White Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 13 quarters since.
Epstein & White Financial's Vanguard FTSE Developed Markets ETF position peaked at $8.09M in Q4 2017.
1,558 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.