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

OptiFour Integrated 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
2019 Q4	$504K	Hold	11,448	–	–	0.35%	39
2019 Q3	$470K	Hold	11,448	–	–	0.33%	40
2019 Q2	$477K	Buy	11,448 +389	+4%	+$16K	0.33%	43
2019 Q1	$452K	Buy	11,059 +1,518	+16%	+$60.7K	0.37%	30
2018 Q4	$354K	Hold	9,541	–	–	0.32%	31
2018 Q3	$413K	Hold	9,541	–	–	0.34%	35
2018 Q2	$409K	Sell	9,541 -1,206	-11%	-$53.8K	0.35%	35
2018 Q1	$476K	Sell	10,747 -13	-0.1%	-$590	0.4%	33
2017 Q4	$483K	Buy	+10,760	New	+$475K	0.4%	35

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

OptiFour Integrated Wealth Management's VEA Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2019 at 11,448 shares worth $504K. The position accounts for 0.35% of the portfolio, ranked #39.

OptiFour Integrated Wealth Management first reported a position in VEA in Q4 2017 and has held it in 9 quarters since. 1,354 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

OptiFour Integrated Wealth Management held 11,448 shares of Vanguard FTSE Developed Markets ETF worth $504K as of Q4 2019.
OptiFour Integrated Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2019.
Vanguard FTSE Developed Markets ETF made up 0.35% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #39 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 9 quarters since.
1,354 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.