Lucia Wealth Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lucia Wealth Services’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
2020 Q3	$328K	Sell	8,020 -2,302	-22%	-$94.4K	0.08%	107
2020 Q2	$400K	Sell	10,322 -348	-3%	-$12.7K	0.11%	102
2020 Q1	$356K	Buy	10,670 +3,113	+41%	+$125K	0.12%	115
2019 Q4	$333K	Buy	+7,557	New	+$322K	0.1%	102
2018 Q2	–	Sell	-750	Closed	-$33K	–	228
2018 Q1	$33K	Buy	+750	New	+$34K	0.01%	155

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

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

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

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

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

TAIM

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lucia Wealth Services's VEA Position: Q3 2020 in Review

Lucia Wealth Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 22% in Q3 2020, selling an estimated $94.4K and leaving 8,020 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #107.

Lucia Wealth Services first reported a position in VEA in Q1 2018 and has held it in 5 quarters since. The position peaked at $400K in Q2 2020. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

Lucia Wealth Services held 8,020 shares of Vanguard FTSE Developed Markets ETF worth $328K as of Q3 2020.
Lucia Wealth Services sold 2,302 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $94.4K.
Vanguard FTSE Developed Markets ETF made up 0.08% of Lucia Wealth Services's portfolio in Q3 2020, its #107 holding.
Lucia Wealth Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 5 quarters since.
Lucia Wealth Services's Vanguard FTSE Developed Markets ETF position peaked at $400K in Q2 2020.
1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.