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New Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

New Capital 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
Q1 		– Sell
-271
Closed -$11K – 150
2020
Q4 		$11K Hold
271
– – 0.01% 109
2020
Q3 		$11K Buy
271
+2
+0.7% +$82 0.01% 98
2020
Q2 		$10K Buy
+269
New +$9.82K 0.01% 95

Other funds holding VEA

Bank of America
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Capital Management's VEA Position: Q1 2021 in Review

New Capital Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2021, closing a stake of 271 shares — an estimated $11K sold.

New Capital Management first reported a position in VEA in Q2 2020 and held it in 3 quarters. The position peaked at $11K in Q4 2020. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

  • New Capital Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2021 after selling out during the quarter.
  • New Capital Management sold 271 Vanguard FTSE Developed Markets ETF shares in Q1 2021, an estimated $11K.
  • New Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and held it in 3 quarters.
  • New Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $11K in Q4 2020.
  • 1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.