Kerntke Otto McGlone Wealth Management Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2021 Q3	–	Sell	-18,896	Closed	-$974K	–	122
2021 Q2	$974K	Buy	18,896 +759	+4%	+$39.2K	0.39%	44
2021 Q1	$891K	Sell	18,137 -408	-2%	-$19.9K	0.47%	47
2020 Q4	$876K	Buy	18,545 +1,853	+11%	+$81.5K	0.52%	46
2020 Q3	$683K	Buy	16,692 +376	+2%	+$15.4K	0.5%	50
2020 Q2	$633K	Sell	16,316 -289	-2%	-$10.6K	0.58%	45
2020 Q1	$554K	Buy	16,605 +442	+3%	+$17.7K	0.62%	43
2019 Q4	$712K	Buy	+16,163	New	+$689K	0.6%	44

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VEA Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2021, closing a stake of 18,896 shares — an estimated $974K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VEA in Q4 2019 and held it in 7 quarters. The position peaked at $974K in Q2 2021. 1,566 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 18,896 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $974K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's Vanguard FTSE Developed Markets ETF position peaked at $974K in Q2 2021.
1,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.