Huber Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Huber Financial 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
2020 Q1	$5.32M	Sell	159,680 -46,033	-22%	-$1.85M	1.99%	10
2019 Q4	$9.06M	Sell	205,713 -3,145	-2%	-$134K	3.15%	6
2019 Q3	$8.58M	Sell	208,858 -5,774	-3%	-$236K	3.35%	6
2019 Q2	$8.95M	Buy	214,632 +477	+0.2%	+$19.7K	3.89%	6
2019 Q1	$8.75M	Sell	214,155 -137,189	-39%	-$5.48M	4.27%	5
2018 Q4	$13M	Buy	351,344 +167,327	+91%	+$6.62M	7.12%	4
2018 Q3	$7.96M	Buy	184,017 +6,685	+4%	+$288K	6.11%	3
2018 Q2	$7.61M	Buy	177,332 +2,947	+2%	+$131K	6.93%	3
2018 Q1	$7.72M	Buy	174,385 +3,243	+2%	+$147K	7.6%	2
2017 Q4	$7.68M	Buy	+171,142	New	+$7.56M	8.46%	2

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Huber Financial Advisors's VEA Position: Q1 2020 in Review

Huber Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 22% in Q1 2020, selling an estimated $1.85M and leaving 159,680 shares worth $5.32M. The position accounts for 1.99% of the portfolio, ranked #10.

Huber Financial Advisors first reported a position in VEA in Q4 2017 and has held it in 10 quarters since. The position peaked at $13M in Q4 2018. 1,265 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

Huber Financial Advisors held 159,680 shares of Vanguard FTSE Developed Markets ETF worth $5.32M as of Q1 2020.
Huber Financial Advisors sold 46,033 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $1.85M.
Vanguard FTSE Developed Markets ETF made up 1.99% of Huber Financial Advisors's portfolio in Q1 2020, its #10 holding.
Huber Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $13M in Q4 2018.
1,265 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.