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Professional Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Professional Planning’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
2021
Q3 		$392K Buy
7,767
+977
+14% +$50.8K 0.19% 86
2021
Q2 		$349K Buy
6,790
+53
+0.8% +$2.74K 0.16% 93
2021
Q1 		$330K Buy
6,737
+32
+0.5% +$1.56K 0.16% 87
2020
Q4 		$317K Buy
+6,705
New +$295K 0.13% 96
2020
Q3 		– Sell
-6,671
Closed -$259K – 106
2020
Q2 		$259K Buy
+6,671
New +$244K 0.14% 95

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Professional Planning's VEA Position: Q3 2021 in Review

Professional Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q3 2021, buying an estimated $50.8K and bringing the position to 7,767 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #86.

Professional Planning first reported a position in VEA in Q2 2020 and has held it in 5 quarters since. 1,566 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

  • Professional Planning held 7,767 shares of Vanguard FTSE Developed Markets ETF worth $392K as of Q3 2021.
  • Professional Planning bought 977 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $50.8K.
  • Vanguard FTSE Developed Markets ETF made up 0.19% of Professional Planning's portfolio in Q3 2021, its #86 holding.
  • Professional Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 5 quarters since.
  • 1,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.