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Principle Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-60
Closed -$2K – 414
2020
Q2 		$2K Buy
+60
New +$2.19K ﹤0.01% 462
2019
Q1 		– Sell
-8,250
Closed -$306K – 134
2018
Q4 		$306K Buy
+8,250
New +$327K 0.26% 85

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Principle Wealth Partners's VEA Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2020, closing a stake of 60 shares — an estimated $2K sold.

Principle Wealth Partners first reported a position in VEA in Q4 2018 and held it in 2 quarters. The position peaked at $306K in Q4 2018. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 60 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $2K.
  • Principle Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 2 quarters.
  • Principle Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $306K in Q4 2018.
  • 1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.