IP
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Intellectus Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-491
Closed -$20K – 391
2019
Q1 		$20K Buy
+491
New +$19.6K 0.01% 314
2018
Q4 		– Sell
-727
Closed -$32K – 520
2018
Q3 		$32K Hold
727
– – 0.01% 387
2018
Q2 		$31K Hold
727
– – 0.01% 386
2018
Q1 		$32K Sell
727
-150
-17% -$6.81K 0.01% 383
2017
Q4 		$39K Hold
877
– – 0.01% 368
2017
Q3 		$38K Sell
877
-232
-21% -$9.84K 0.02% 442
2017
Q2 		$46K Buy
1,109
+723
+187% +$29.5K 0.02% 388
2017
Q1 		$15K Hold
386
– – 0.01% 492
2016
Q4 		$14K Buy
+386
New +$14.1K 0.01% 491

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Betterment LLC
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Creative Planning
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Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return