Peachtree Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Peachtree Investment Advisors’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
2018 Q4	$4.36M	Buy	+117,495	New	+$4.65M	3.36%	8
2015 Q3	–	Sell	-2,381	Closed	-$94K	–	246
2015 Q2	$94K	Hold	2,381	–	–	0.07%	157
2015 Q1	$95K	Hold	2,381	–	–	0.07%	166
2014 Q4	$90K	Hold	2,381	–	–	0.06%	178
2014 Q3	$95K	Buy	+2,381	New	+$99.1K	0.06%	172

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Advisors's VEA Position: Q4 2018 in Review

Peachtree Investment Advisors opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018: 117,495 shares worth $4.36M. The stake represents 3.36% of the portfolio and ranks #8 among its holdings. This is a return to the name: Peachtree Investment Advisors previously reported a position in VEA as recently as Q2 2015.

Peachtree Investment Advisors first reported a position in VEA in Q3 2014 and has held it in 5 quarters since. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Peachtree Investment Advisors held 117,495 shares of Vanguard FTSE Developed Markets ETF worth $4.36M as of Q4 2018.
Vanguard FTSE Developed Markets ETF was a new Peachtree Investment Advisors position in Q4 2018.
Vanguard FTSE Developed Markets ETF made up 3.36% of Peachtree Investment Advisors's portfolio in Q4 2018, its #8 holding.
Peachtree Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2014 and has held it in 5 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.