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

LBA 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
2017 Q1	$402K	Hold	10,236	–	–	0.21%	77
2016 Q4	$374K	Hold	10,236	–	–	0.2%	76
2016 Q3	$383K	Buy	10,236 +2,188	+27%	+$80.5K	0.22%	77
2016 Q2	$285K	Hold	8,048	–	–	0.16%	90
2016 Q1	$289K	Hold	8,048	–	–	0.17%	94
2015 Q4	$296K	Buy	8,048 +500	+7%	+$18.8K	0.17%	95
2015 Q3	$269K	Hold	7,548	–	–	0.17%	93
2015 Q2	$299K	Hold	7,548	–	–	0.19%	89
2015 Q1	$301K	Hold	7,548	–	–	0.19%	89
2014 Q4	$286K	Hold	7,548	–	–	0.19%	78
2014 Q3	$300K	Hold	7,548	–	–	0.21%	62
2014 Q2	$321K	Hold	7,548	–	–	0.26%	60
2014 Q1	$312K	Hold	7,548	–	–	0.26%	62
2013 Q4	$315K	Buy	+7,548	New	+$306K	0.26%	61

Other funds holding VEA

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

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

MFRM

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LBA Wealth Management's VEA Position: Q1 2017 in Review

LBA Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2017 at 10,236 shares worth $402K. The position accounts for 0.21% of the portfolio, ranked #77.

LBA Wealth Management first reported a position in VEA in Q4 2013 and has held it in 14 quarters since. 794 funds tracked by Wall St. Rank hold VEA as of Q1 2017.

LBA Wealth Management held 10,236 shares of Vanguard FTSE Developed Markets ETF worth $402K as of Q1 2017.
LBA Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2017.
Vanguard FTSE Developed Markets ETF made up 0.21% of LBA Wealth Management's portfolio in Q1 2017, its #77 holding.
LBA Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 14 quarters since.
794 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.