Private Vista’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Private Vista’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 Q2	$1.55M	Buy	39,855 +30,103	+309%	+$1.1M	0.75%	27
2020 Q1	$326K	Sell	9,752 -1	-0%	-$40	0.12%	98
2019 Q4	$430K	Sell	9,753 -2,149	-18%	-$91.6K	0.12%	86
2019 Q3	$488K	Buy	11,902 +5,793	+95%	+$237K	0.13%	81
2019 Q2	$256K	Sell	6,109 -16,270	-73%	-$671K	0.06%	132
2019 Q1	$915K	Sell	22,379 -48,938	-69%	-$1.96M	0.23%	63
2018 Q4	$2.65M	Buy	71,317 +63,693	+835%	+$2.52M	0.62%	28
2018 Q3	$330K	Buy	7,624 +1,416	+23%	+$61K	0.07%	116
2018 Q2	$266K	Buy	6,208 +346	+6%	+$15.4K	0.06%	126
2018 Q1	$259K	Buy	+5,862	New	+$266K	0.08%	113

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Private Vista's VEA Position: Q2 2020 in Review

Private Vista increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 309% in Q2 2020, buying an estimated $1.1M and bringing the position to 39,855 shares worth $1.55M. The position accounts for 0.75% of the portfolio, ranked #27.

Private Vista first reported a position in VEA in Q1 2018 and has held it in 10 quarters since. The position peaked at $2.65M in Q4 2018. 1,262 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

Private Vista held 39,855 shares of Vanguard FTSE Developed Markets ETF worth $1.55M as of Q2 2020.
Private Vista bought 30,103 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $1.1M.
Vanguard FTSE Developed Markets ETF made up 0.75% of Private Vista's portfolio in Q2 2020, its #27 holding.
Private Vista first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 10 quarters since.
Private Vista's Vanguard FTSE Developed Markets ETF position peaked at $2.65M in Q4 2018.
1,262 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.