Point View Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Point View Wealth 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
2019 Q2	–	Sell	-4,965	Closed	-$203K	–	282
2019 Q1	$203K	Sell	4,965 -584	-11%	-$23.3K	0.09%	240
2018 Q4	$206K	Buy	5,549 +690	+14%	+$27.3K	0.1%	222
2018 Q3	$210K	Sell	4,859 -67	-1%	-$2.89K	0.09%	238
2018 Q2	$211K	Buy	+4,926	New	+$220K	0.1%	229

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Point View Wealth Management's VEA Position: Q2 2019 in Review

Point View Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2019, closing a stake of 4,965 shares — an estimated $203K sold.

Point View Wealth Management first reported a position in VEA in Q2 2018 and held it in 4 quarters. The position peaked at $211K in Q2 2018. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

Point View Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2019 after selling out during the quarter.
Point View Wealth Management sold 4,965 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $203K.
Point View Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 4 quarters.
Point View Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $211K in Q2 2018.
1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on Point View Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.