Lodestar Investment Counsel’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lodestar Investment Counsel’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	-5,475	Closed	-$237K	–	173
2018 Q3	$237K	Buy	5,475 +155	+3%	+$6.68K	0.03%	161
2018 Q2	$228K	Buy	+5,320	New	+$237K	0.03%	168

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

Betterment LLC New York $52.8B AUM 15.34% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Lodestar Investment Counsel's VEA Position: Q4 2018 in Review

Lodestar Investment Counsel sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 5,475 shares — an estimated $237K sold.

Lodestar Investment Counsel first reported a position in VEA in Q2 2018 and held it in 2 quarters. The position peaked at $237K in Q3 2018. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Lodestar Investment Counsel reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
Lodestar Investment Counsel sold 5,475 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $237K.
Lodestar Investment Counsel first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 2 quarters.
Lodestar Investment Counsel's Vanguard FTSE Developed Markets ETF position peaked at $237K in Q3 2018.
1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Lodestar Investment Counsel's 13F filing for Q4 2018, filed 18 Jan 2019.