Jolley Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Jolley Asset 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 Q3	–	Sell	-234	Closed	-$10K	–	153
2018 Q2	$10K	Hold	234	–	–	0.01%	148
2018 Q1	$10K	Hold	234	–	–	0.01%	155
2017 Q4	$10K	Hold	234	–	–	0.01%	149
2017 Q3	$10K	Buy	+234	New	+$9.93K	0.01%	148
2016 Q1	–	Sell	-1,865	Closed	-$68K	–	145
2015 Q4	$68K	Buy	+1,865	New	+$69.9K	0.06%	62

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

MFRM

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Jolley Asset Management's VEA Position: Q3 2018 in Review

Jolley Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2018, closing a stake of 234 shares — an estimated $10K sold.

Jolley Asset Management first reported a position in VEA in Q4 2015 and held it in 5 quarters. The position peaked at $68K in Q4 2015. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

Jolley Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 234 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $10K.
Jolley Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and held it in 5 quarters.
Jolley Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $68K in Q4 2015.
1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.