Partnervest Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Partnervest Advisory Services’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 Q3	$4.14M	Buy	101,126 +12,353	+14%	+$507K	1.31%	10
2020 Q2	$3.44M	Buy	88,773 +30,067	+51%	+$1.1M	1.3%	10
2020 Q1	$1.96M	Buy	58,706 +22,389	+62%	+$898K	0.88%	17
2019 Q4	$1.6M	Sell	36,317 -36,955	-50%	-$1.58M	0.59%	26
2019 Q3	$3.01M	Buy	73,272 +32,679	+81%	+$1.33M	1.08%	12
2019 Q2	$1.69M	Sell	40,593 -2,273	-5%	-$93.7K	0.67%	25
2019 Q1	$1.75M	Sell	42,866 -4,965	-10%	-$198K	0.73%	21
2018 Q4	$1.77M	Buy	47,831 +15,594	+48%	+$617K	0.86%	18
2018 Q3	$1.4M	Sell	32,237 -8,000	-20%	-$345K	0.55%	39
2018 Q2	$1.73M	Buy	40,237 +31,309	+351%	+$1.4M	0.8%	25
2018 Q1	$395K	Buy	+8,928	New	+$405K	0.19%	117
2016 Q4	–	Sell	-46,922	Closed	-$1.75M	–	212
2016 Q3	$1.75M	Buy	+46,922	New	+$1.73M	0.83%	21
2015 Q2	–	Sell	-15,000	Closed	-$597K	–	199
2015 Q1	$597K	Hold	15,000	–	–	0.31%	60
2014 Q4	$568K	Buy	+15,000	New	+$581K	0.28%	65
2014 Q3	–	Sell	-2,777	Closed	-$118K	–	764
2014 Q2	$118K	Sell	2,777 -254	-8%	-$10.7K	0.05%	221
2014 Q1	$125K	Buy	3,031 +165	+6%	+$6.76K	0.06%	213
2013 Q4	$119K	Buy	2,866 +2,331	+436%	+$94.5K	0.06%	201
2013 Q3	$21K	Buy	+535	New	+$20.4K	0.01%	450

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Partnervest Advisory Services's VEA Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q3 2020, buying an estimated $507K and bringing the position to 101,126 shares worth $4.14M. The position accounts for 1.31% of the portfolio, ranked #10.

Partnervest Advisory Services first reported a position in VEA in Q3 2013 and has held it in 18 quarters since. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

Partnervest Advisory Services held 101,126 shares of Vanguard FTSE Developed Markets ETF worth $4.14M as of Q3 2020.
Partnervest Advisory Services bought 12,353 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $507K.
Vanguard FTSE Developed Markets ETF made up 1.31% of Partnervest Advisory Services's portfolio in Q3 2020, its #10 holding.
Partnervest Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2013 and has held it in 18 quarters since.
1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.