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

Executive 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
2019
Q3 		– Sell
-3,479
Closed -$145K – 762
2019
Q2 		$145K Buy
3,479
+809
+30% +$33.3K 0.02% 186
2019
Q1 		$109K Buy
2,670
+970
+57% +$38.8K 0.02% 190
2018
Q4 		$63K Buy
+1,700
New +$67.3K 0.01% 250

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Executive Wealth Management's VEA Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2019, closing a stake of 3,479 shares — an estimated $145K sold.

Executive Wealth Management first reported a position in VEA in Q4 2018 and held it in 3 quarters. The position peaked at $145K in Q2 2019. 1,191 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3,479 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $145K.
  • Executive Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $145K in Q2 2019.
  • 1,191 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.