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Poehling Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Poehling Capital 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
2018
Q3 		– Sell
-33
Closed -$1K – 250
2018
Q2 		$1K Hold
33
– – ﹤0.01% 292
2018
Q1 		$1K Hold
33
– – ﹤0.01% 303
2017
Q4 		$1K Buy
+33
New +$1.46K ﹤0.01% 280

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Poehling Capital Management's VEA Position: Q3 2018 in Review

Poehling Capital Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2018, closing a stake of 33 shares — an estimated $1K sold.

Poehling Capital Management first reported a position in VEA in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

  • Poehling Capital Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 33 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $1K.
  • Poehling Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $1K in Q2 2018.
  • 1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.