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Moulton Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Moulton Wealth 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
2020
Q1 		– Sell
-70,979
Closed -$3.12M – 25
2019
Q4 		$3.12M Buy
+70,979
New +$3.03M 2.57% 15

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moulton Wealth Management's VEA Position: Q1 2020 in Review

Moulton Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 70,979 shares — an estimated $3.12M sold.

Moulton Wealth Management first reported a position in VEA in Q4 2019 and held it in 1 quarter. The position peaked at $3.12M in Q4 2019. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

  • Moulton Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 70,979 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $3.12M.
  • Moulton Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 1 quarter.
  • Moulton Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $3.12M in Q4 2019.
  • 1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Moulton Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.