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Portfolio Strategies (Washington)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$135K Sell
2,906
-1,602
-36% -$70.8K 0.27% 20
2017
Q3 		$196K Sell
4,508
-2,767
-38% -$117K 0.32% 21
2017
Q2 		$301K Sell
7,275
-192
-3% -$7.83K 0.43% 26
2017
Q1 		$293K Sell
7,467
-1,119
-13% -$42.9K 0.37% 25
2016
Q4 		$314K Buy
+8,586
New +$313K 0.36% 30

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Portfolio Strategies (Washington)'s VEA Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 36% in Q4 2017, selling an estimated $70.8K and leaving 2,906 shares worth $135K. The position accounts for 0.27% of the portfolio, ranked #20.

Portfolio Strategies (Washington) first reported a position in VEA in Q4 2016 and has held it in 5 quarters since. The position peaked at $314K in Q4 2016. 1,002 funds tracked by Wall St. Rank hold VEA as of Q4 2017.

  • Portfolio Strategies (Washington) held 2,906 shares of Vanguard FTSE Developed Markets ETF worth $135K as of Q4 2017.
  • Portfolio Strategies (Washington) sold 1,602 Vanguard FTSE Developed Markets ETF shares in Q4 2017, an estimated $70.8K.
  • Vanguard FTSE Developed Markets ETF made up 0.27% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #20 holding.
  • Portfolio Strategies (Washington) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 5 quarters since.
  • Portfolio Strategies (Washington)'s Vanguard FTSE Developed Markets ETF position peaked at $314K in Q4 2016.
  • 1,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.