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Investment Security Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Investment Security Group’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
Q3 		– Sell
-41,666
Closed -$1.62M – 17
2020
Q2 		$1.62M Buy
41,666
+16,496
+66% +$602K 0.94% 9
2020
Q1 		$839K Buy
+25,170
New +$1.01M 0.57% 12

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Investment Security Group's VEA Position: Q3 2020 in Review

Investment Security Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2020, closing a stake of 41,666 shares — an estimated $1.62M sold.

Investment Security Group first reported a position in VEA in Q1 2020 and held it in 2 quarters. The position peaked at $1.62M in Q2 2020. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

  • Investment Security Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Investment Security Group sold 41,666 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $1.62M.
  • Investment Security Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and held it in 2 quarters.
  • Investment Security Group's Vanguard FTSE Developed Markets ETF position peaked at $1.62M in Q2 2020.
  • 1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Investment Security Group's 13F filing for Q3 2020, filed 6 Oct 2020.