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Prentiss Smith & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Prentiss Smith & Co’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 		– Sell
-334
Closed -$14K – 224
2018
Q3 		$14K Hold
334
– – 0.01% 190
2018
Q2 		$14K Hold
334
– – 0.01% 190
2018
Q1 		$15K Hold
334
– – 0.01% 199
2017
Q4 		$15K Hold
334
– – 0.01% 205
2017
Q3 		$14K Hold
334
– – 0.01% 184
2017
Q2 		$14K Buy
+334
New +$13.6K 0.01% 186

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return