Northstar Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Northstar Wealth 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
2020 Q1	–	Sell	-5,142	Closed	-$226K	–	184
2019 Q4	$226K	Hold	5,142	–	–	0.09%	170
2019 Q3	$211K	Hold	5,142	–	–	0.09%	170
2019 Q2	$214K	Buy	+5,142	New	+$212K	0.1%	171
2018 Q4	–	Sell	-4,817	Closed	-$208K	–	181
2018 Q3	$208K	Hold	4,817	–	–	0.1%	168
2018 Q2	$206K	Hold	4,817	–	–	0.1%	178
2018 Q1	$213K	Buy	+4,817	New	+$219K	0.11%	178

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northstar Wealth Partners's VEA Position: Q1 2020 in Review

Northstar Wealth Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 5,142 shares — an estimated $226K sold.

Northstar Wealth Partners first reported a position in VEA in Q1 2018 and held it in 6 quarters. The position peaked at $226K in Q4 2019. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

Northstar Wealth Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
Northstar Wealth Partners sold 5,142 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $226K.
Northstar Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 6 quarters.
Northstar Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $226K in Q4 2019.
1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.