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PHH Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

PHH Investments’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 		$12M Sell
272,489
-7,799
-3% -$333K 3.17% 8
2019
Q3 		$11.5M Sell
280,288
-7,500
-3% -$306K 3.2% 8
2019
Q2 		$12M Buy
287,788
+403
+0.1% +$16.6K 3.43% 8
2019
Q1 		$11.7M Buy
287,385
+741
+0.3% +$29.6K 3.42% 8
2018
Q4 		$10.6M Buy
+286,644
New +$11.3M 3.43% 8

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

PHH Investments's VEA Position: Q4 2019 in Review

PHH Investments reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q4 2019, selling an estimated $333K and leaving 272,489 shares worth $12M. The position accounts for 3.17% of the portfolio, ranked #8.

PHH Investments first reported a position in VEA in Q4 2018 and has held it in 5 quarters since. 1,354 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

  • PHH Investments held 272,489 shares of Vanguard FTSE Developed Markets ETF worth $12M as of Q4 2019.
  • PHH Investments sold 7,799 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $333K.
  • Vanguard FTSE Developed Markets ETF made up 3.17% of PHH Investments's portfolio in Q4 2019, its #8 holding.
  • PHH Investments first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 5 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.