Guidant Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Guidant Wealth Advisors’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	$18.3M	Buy	446,164 +34,020	+8%	+$1.39M	6.81%	2
2019 Q2	$17.2M	Buy	412,144 +17,995	+5%	+$742K	6.64%	2
2019 Q1	$16.1M	Buy	394,149 +50,909	+15%	+$2.03M	6.28%	2
2018 Q4	$12.7M	Sell	343,240 -65,148	-16%	-$2.58M	5.94%	2
2018 Q3	$17.9M	Buy	408,388 +19,555	+5%	+$843K	7.48%	2
2018 Q2	$16.7M	Buy	388,833 +22,052	+6%	+$983K	7.26%	2
2018 Q1	$16.2M	Buy	366,781 +4,981	+1%	+$226K	7.33%	3
2017 Q4	$16.9M	Buy	361,800 +27,246	+8%	+$1.2M	7.57%	2
2017 Q3	$14.5M	Buy	334,554 +8,318	+3%	+$353K	10.3%	2
2017 Q2	$13.4M	Buy	326,236 +2,781	+0.9%	+$113K	6.93%	2
2017 Q1	$12.6M	Buy	323,455 +31,327	+11%	+$1.2M	6.62%	2
2016 Q4	$11M	Buy	292,128 +106,051	+57%	+$3.87M	6.23%	2
2016 Q3	$6.93M	Buy	+186,077	New	+$6.84M	4.27%	7

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Guidant Wealth Advisors's VEA Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.3% in Q3 2019, buying an estimated $1.39M and bringing the position to 446,164 shares worth $18.3M. The position accounts for 6.81% of the portfolio, ranked #2.

Guidant Wealth Advisors first reported a position in VEA in Q3 2016 and has held it in 13 quarters since. 1,191 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

Guidant Wealth Advisors held 446,164 shares of Vanguard FTSE Developed Markets ETF worth $18.3M as of Q3 2019.
Guidant Wealth Advisors bought 34,020 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $1.39M.
Vanguard FTSE Developed Markets ETF made up 6.81% of Guidant Wealth Advisors's portfolio in Q3 2019, its #2 holding.
Guidant Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2016 and has held it in 13 quarters since.
1,191 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.