New England Investment & Retirement Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

New England Investment & Retirement Group’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 Q2	–	Sell	-3,217	Closed	-$107K	–	199
2020 Q1	$107K	Sell	3,217 -1,620	-33%	-$65K	0.05%	63
2019 Q4	$213K	Buy	+4,837	New	+$206K	0.07%	58
2015 Q4	–	Sell	-295,819	Closed	-$10.5M	–	92
2015 Q3	$10.5M	Buy	+295,819	New	+$11.4M	5.04%	5

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

New England Investment & Retirement Group's VEA Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2020, closing a stake of 3,217 shares — an estimated $107K sold.

New England Investment & Retirement Group first reported a position in VEA in Q3 2015 and held it in 3 quarters. The position peaked at $10.5M in Q3 2015. 1,263 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

New England Investment & Retirement Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
New England Investment & Retirement Group sold 3,217 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $107K.
New England Investment & Retirement Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and held it in 3 quarters.
New England Investment & Retirement Group's Vanguard FTSE Developed Markets ETF position peaked at $10.5M in Q3 2015.
1,263 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.