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

Isthmus 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
2018
Q4 		– Sell
-2,221
Closed -$96K – 272
2018
Q3 		$96K Hold
2,221
– – 0.02% 150
2018
Q2 		$95K Hold
2,221
– – 0.02% 152
2018
Q1 		$98K Buy
+2,221
New +$101K 0.03% 155

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Isthmus Partners's VEA Position: Q4 2018 in Review

Isthmus Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 2,221 shares — an estimated $96K sold.

Isthmus Partners first reported a position in VEA in Q1 2018 and held it in 3 quarters. The position peaked at $98K in Q1 2018. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

  • Isthmus Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Isthmus Partners sold 2,221 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $96K.
  • Isthmus Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 3 quarters.
  • Isthmus Partners's Vanguard FTSE Developed Markets ETF position peaked at $98K in Q1 2018.
  • 1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Isthmus Partners's 13F filing for Q4 2018, filed 4 Feb 2019.