Essex Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Essex Private Wealth Management’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 Q1	–	Sell	-11,221	Closed	-$529K	–	67
2020 Q4	$529K	Buy	11,221 +4,542	+68%	+$200K	0.52%	37
2020 Q3	$273K	Sell	6,679 -7,833	-54%	-$321K	0.28%	51
2020 Q2	$562K	Sell	14,512 -5,616	-28%	-$205K	0.65%	33
2020 Q1	$671K	Sell	20,128 -1,733	-8%	-$69.5K	0.88%	25
2019 Q4	$963K	Buy	+21,861	New	+$932K	0.97%	23

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Essex Private Wealth Management's VEA Position: Q1 2021 in Review

Essex Private Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2021, closing a stake of 11,221 shares — an estimated $529K sold.

Essex Private Wealth Management first reported a position in VEA in Q4 2019 and held it in 5 quarters. The position peaked at $963K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

Essex Private Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2021 after selling out during the quarter.
Essex Private Wealth Management sold 11,221 Vanguard FTSE Developed Markets ETF shares in Q1 2021, an estimated $529K.
Essex Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 5 quarters.
Essex Private Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $963K in Q4 2019.
1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on Essex Private Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.