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Fulcrum Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Fulcrum Capital’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
2020
Q1 		– Sell
-6,600
Closed -$291K – 72
2019
Q4 		$291K Sell
6,600
-600
-8% -$25.6K 0.09% 64
2019
Q3 		$296K Sell
7,200
-868
-11% -$35.4K 0.1% 63
2019
Q2 		$337K Buy
8,068
+868
+12% +$35.8K 0.12% 50
2019
Q1 		$294K Buy
+7,200
New +$288K 0.11% 51

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Betterment LLC
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Creative Planning
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fulcrum Capital's VEA Position: Q1 2020 in Review

Fulcrum Capital sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 6,600 shares — an estimated $291K sold.

Fulcrum Capital first reported a position in VEA in Q1 2019 and held it in 4 quarters. The position peaked at $337K in Q2 2019. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

  • Fulcrum Capital reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Fulcrum Capital sold 6,600 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $291K.
  • Fulcrum Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and held it in 4 quarters.
  • Fulcrum Capital's Vanguard FTSE Developed Markets ETF position peaked at $337K in Q2 2019.
  • 1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Fulcrum Capital's 13F filing for Q1 2020, filed 1 May 2020.