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Mogy Joel R Investment Counsel’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mogy Joel R 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
-5,820
Closed -$252K – 121
2018
Q3 		$252K Buy
+5,820
New +$251K 0.03% 112

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mogy Joel R Investment Counsel's VEA Position: Q4 2018 in Review

Mogy Joel R Investment Counsel sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 5,820 shares — an estimated $252K sold.

Mogy Joel R Investment Counsel first reported a position in VEA in Q3 2018 and held it in 1 quarter. The position peaked at $252K in Q3 2018. 1,151 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

  • Mogy Joel R Investment Counsel reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 5,820 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $252K.
  • Mogy Joel R Investment Counsel first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Vanguard FTSE Developed Markets ETF position peaked at $252K in Q3 2018.
  • 1,151 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2018, filed 6 Feb 2019.