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

Rand Wealth’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
Q3 		$269K Hold
6,220
– – 0.03% 205
2018
Q2 		$267K Sell
6,220
-113
-2% -$5.04K 0.03% 208
2018
Q1 		$280K Buy
6,333
+179
+3% +$8.12K 0.03% 202
2017
Q4 		$276K Buy
6,154
+1,130
+22% +$49.9K 0.03% 202
2017
Q3 		$218K Hold
5,024
– – 0.03% 209
2017
Q2 		$208K Buy
+5,024
New +$205K 0.03% 203

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Rand Wealth's VEA Position: Q3 2018 in Review

Rand Wealth held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2018 at 6,220 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #205.

Rand Wealth first reported a position in VEA in Q2 2017 and has held it in 6 quarters since. The position peaked at $280K in Q1 2018. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

  • Rand Wealth held 6,220 shares of Vanguard FTSE Developed Markets ETF worth $269K as of Q3 2018.
  • Rand Wealth left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2018.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of Rand Wealth's portfolio in Q3 2018, its #205 holding.
  • Rand Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 6 quarters since.
  • Rand Wealth's Vanguard FTSE Developed Markets ETF position peaked at $280K in Q1 2018.
  • 1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.