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Novak Financial Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Novak Financial Planning’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
Q2 		$1.98M Sell
38,440
-323
-0.8% -$16.7K 0.97% 31
2021
Q1 		$1.9M Buy
38,763
+555
+1% +$27.1K 1.05% 28
2020
Q4 		$1.8M Buy
+38,208
New +$1.68M 1.06% 29

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Novak Financial Planning's VEA Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.83% in Q2 2021, selling an estimated $16.7K and leaving 38,440 shares worth $1.98M. The position accounts for 0.97% of the portfolio, ranked #31.

Novak Financial Planning first reported a position in VEA in Q4 2020 and has held it in 3 quarters since. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

  • Novak Financial Planning held 38,440 shares of Vanguard FTSE Developed Markets ETF worth $1.98M as of Q2 2021.
  • Novak Financial Planning sold 323 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $16.7K.
  • Vanguard FTSE Developed Markets ETF made up 0.97% of Novak Financial Planning's portfolio in Q2 2021, its #31 holding.
  • Novak Financial Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.