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Regent Peak Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-1,542
Closed -$73K – 954
2020
Q4 		$73K Buy
+1,542
New +$67.8K 0.02% 253

Other funds holding VEA

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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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's VEA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2021, closing a stake of 1,542 shares — an estimated $73K sold.

Regent Peak Wealth Advisors first reported a position in VEA in Q4 2020 and held it in 1 quarter. The position peaked at $73K in Q4 2020. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,542 Vanguard FTSE Developed Markets ETF shares in Q1 2021, an estimated $73K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $73K in Q4 2020.
  • 1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.