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

Jackson 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
2018 Q2	–	Sell	-28,709	Closed	-$1.26M	–	108
2018 Q1	$1.26M	Sell	28,709 -5,960	-17%	-$270K	0.35%	81
2017 Q4	$1.6M	Hold	34,669	–	–	0.41%	74
2017 Q3	$1.52M	Sell	34,669 -968	-3%	-$41.1K	0.41%	64
2017 Q2	$1.52M	Buy	+35,637	New	+$1.45M	0.48%	51
2015 Q4	–	Sell	-195,415	Closed	-$6.96M	–	114
2015 Q3	$6.96M	Sell	195,415 -13,501	-6%	-$519K	2.5%	5
2015 Q2	$8.3M	Buy	+208,916	New	+$8.64M	2.81%	5

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Jackson Wealth Management's VEA Position: Q2 2018 in Review

Jackson Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2018, closing a stake of 28,709 shares — an estimated $1.26M sold.

Jackson Wealth Management first reported a position in VEA in Q2 2015 and held it in 6 quarters. The position peaked at $8.3M in Q2 2015. 1,029 funds tracked by Wall St. Rank hold VEA as of Q2 2018.

Jackson Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2018 after selling out during the quarter.
Jackson Wealth Management sold 28,709 Vanguard FTSE Developed Markets ETF shares in Q2 2018, an estimated $1.26M.
Jackson Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and held it in 6 quarters.
Jackson Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $8.3M in Q2 2015.
1,029 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.