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

Harvest Group 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
-704
Closed -$29K – 1136
2019
Q2 		$29K Buy
+704
New +$29K 0.04% 112

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Envestnet Asset Management
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Jones Financial Companies
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Morgan Stanley
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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

Harvest Group Wealth Management's VEA Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2019, closing a stake of 704 shares — an estimated $29K sold.

Harvest Group Wealth Management first reported a position in VEA in Q2 2019 and held it in 1 quarter. The position peaked at $29K in Q2 2019. 1,191 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 704 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $29K.
  • Harvest Group Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $29K in Q2 2019.
  • 1,191 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.