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Mosaic Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mosaic Financial Partners’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
Q2 		$4.22M Sell
98,418
-246
-0.2% -$11K 2.77% 11
2018
Q1 		$4.37M Sell
98,664
-425
-0.4% -$19.3K 2.64% 13
2017
Q4 		$4.45M Hold
99,089
– – 2.55% 13
2017
Q3 		$4.3M Sell
99,089
-399
-0.4% -$16.9K 2.65% 14
2017
Q2 		$4.11M Sell
99,488
-2,372
-2% -$96.7K 2.57% 14
2017
Q1 		$4M Sell
101,860
-1,179
-1% -$45.2K 2.53% 14
2016
Q4 		$3.77M Sell
103,039
-6,410
-6% -$234K 2.41% 16
2016
Q3 		$4.09M Sell
109,449
-714
-0.6% -$26.3K 2.5% 15
2016
Q2 		$3.9M Hold
110,163
– – 2.4% 16
2016
Q1 		$3.95M Sell
110,163
-21,247
-16% -$733K 2.53% 14
2015
Q4 		$4.83M Hold
131,410
– – 3.1% 11
2015
Q3 		$4.68M Buy
131,410
+21,247
+19% +$816K 2.99% 12
2015
Q2 		$4.37M Sell
110,163
-2,835
-3% -$117K 3% 12
2015
Q1 		$4.5M Sell
112,998
-6,929
-6% -$272K 3.08% 12
2014
Q4 		$4.54M Sell
119,927
-526
-0.4% -$20.4K 3.08% 11
2014
Q3 		$4.79M Sell
120,453
-216
-0.2% -$8.99K 3.37% 10
2014
Q2 		$5.14M Sell
120,669
-1,601
-1% -$67.5K 3.52% 12
2014
Q1 		$5.05M Sell
122,270
-754
-0.6% -$30.9K 3.61% 9
2013
Q4 		$5.13M Sell
123,024
-2,874
-2% -$117K 3.74% 9
2013
Q3 		$4.98M Sell
125,898
-1,124
-0.9% -$42.8K 3.87% 7
2013
Q2 		$4.52M Buy
+127,022
New +$4.75M 3.54% 9

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Mosaic Financial Partners's VEA Position: Q2 2018 in Review

Mosaic Financial Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.25% in Q2 2018, selling an estimated $11K and leaving 98,418 shares worth $4.22M. The position accounts for 2.77% of the portfolio, ranked #11.

Mosaic Financial Partners first reported a position in VEA in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.14M in Q2 2014. 1,029 funds tracked by Wall St. Rank hold VEA as of Q2 2018.

  • Mosaic Financial Partners held 98,418 shares of Vanguard FTSE Developed Markets ETF worth $4.22M as of Q2 2018.
  • Mosaic Financial Partners sold 246 Vanguard FTSE Developed Markets ETF shares in Q2 2018, an estimated $11K.
  • Vanguard FTSE Developed Markets ETF made up 2.77% of Mosaic Financial Partners's portfolio in Q2 2018, its #11 holding.
  • Mosaic Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 21 quarters since.
  • Mosaic Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $5.14M in Q2 2014.
  • 1,029 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.