Mid Atlantic Financial Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$6.42M	Sell	127,092 -2,721	-2%	-$142K	0.43%	42
2021 Q2	$6.69M	Sell	129,813 -452	-0.3%	-$23.3K	0.45%	38
2021 Q1	$6.4M	Buy	130,265 +6,382	+5%	+$312K	0.47%	43
2020 Q4	$5.85M	Sell	123,883 -144	-0.1%	-$6.33K	0.45%	46
2020 Q3	$5.41M	Sell	124,027 -2,236	-2%	-$91.7K	0.47%	37
2020 Q2	$4.9M	Sell	126,263 -14,474	-10%	-$529K	0.47%	40
2020 Q1	$4.69M	Buy	140,737 +18,714	+15%	+$751K	0.54%	38
2019 Q4	$5.38M	Sell	122,023 -17,491	-13%	-$746K	0.5%	36
2019 Q3	$5.73M	Buy	139,514 +19,087	+16%	+$779K	0.61%	29
2019 Q2	$5.02M	Buy	120,427 +157	+0.1%	+$6.47K	0.52%	33
2019 Q1	$4.92M	Buy	120,270 +2,662	+2%	+$106K	0.54%	28
2018 Q4	$4.36M	Buy	+117,608	New	+$4.66M	0.54%	34

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

Mid Atlantic Financial Management's VEA Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.1% in Q3 2021, selling an estimated $142K and leaving 127,092 shares worth $6.42M. The position accounts for 0.43% of the portfolio, ranked #42.

Mid Atlantic Financial Management first reported a position in VEA in Q4 2018 and has held it in 12 quarters since. The position peaked at $6.69M in Q2 2021. 1,566 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

Mid Atlantic Financial Management held 127,092 shares of Vanguard FTSE Developed Markets ETF worth $6.42M as of Q3 2021.
Mid Atlantic Financial Management sold 2,721 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $142K.
Vanguard FTSE Developed Markets ETF made up 0.43% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #42 holding.
Mid Atlantic Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $6.69M in Q2 2021.
1,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.