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

Gupta 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
2016 Q1	$1.85M	Buy	51,656 +1,489	+3%	+$51.4K	0.43%	53
2015 Q4	$1.84M	Buy	50,167 +19,814	+65%	+$743K	0.47%	48
2015 Q3	$1.08M	Buy	30,353 +1,303	+4%	+$50.1K	0.26%	80
2015 Q2	$1.15M	Buy	29,050 +7,802	+37%	+$323K	0.28%	80
2015 Q1	$846K	Buy	+21,248	New	+$833K	0.25%	94

Other funds holding VEA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's VEA Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3% in Q1 2016, buying an estimated $51.4K and bringing the position to 51,656 shares worth $1.85M. The position accounts for 0.43% of the portfolio, ranked #53.

Gupta Wealth Management first reported a position in VEA in Q1 2015 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold VEA as of Q1 2016.

Gupta Wealth Management held 51,656 shares of Vanguard FTSE Developed Markets ETF worth $1.85M as of Q1 2016.
Gupta Wealth Management bought 1,489 Vanguard FTSE Developed Markets ETF shares in Q1 2016, an estimated $51.4K.
Vanguard FTSE Developed Markets ETF made up 0.43% of Gupta Wealth Management's portfolio in Q1 2016, its #53 holding.
Gupta Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2015 and has held it in 5 quarters since.
627 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.