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Parasol Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Parasol Investment 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
2014
Q4 		– Sell
-2,630
Closed -$105K – 312
2014
Q3 		$105K Buy
2,630
+200
+8% +$8.32K 0.07% 71
2014
Q2 		$103K Buy
+2,430
New +$102K 0.07% 72
2014
Q1 		– Sell
-3,000
Closed -$125K – 268
2013
Q4 		$125K Buy
+3,000
New +$122K 0.08% 41

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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
WIM
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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Parasol Investment Management's VEA Position: Q4 2014 in Review

Parasol Investment Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2014, closing a stake of 2,630 shares — an estimated $105K sold.

Parasol Investment Management first reported a position in VEA in Q4 2013 and held it in 3 quarters. The position peaked at $125K in Q4 2013. 529 funds tracked by Wall St. Rank hold VEA as of Q4 2014.

  • Parasol Investment Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2014 after selling out during the quarter.
  • Parasol Investment Management sold 2,630 Vanguard FTSE Developed Markets ETF shares in Q4 2014, an estimated $105K.
  • Parasol Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and held it in 3 quarters.
  • Parasol Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $125K in Q4 2013.
  • 529 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2014.

Based on Parasol Investment Management's 13F filing for Q4 2014, filed 15 May 2015.