Reilly Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Reilly Financial 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 Q4	$104K	Sell	2,036 -4,408	-68%	-$226K	0.01%	283
2021 Q3	$325K	Buy	6,444 +633	+11%	+$32.9K	0.03%	163
2021 Q2	$299K	Sell	5,811 -2,305	-28%	-$119K	0.02%	173
2021 Q1	$399K	Buy	8,116 +2,481	+44%	+$121K	0.04%	150
2020 Q4	$266K	Buy	5,635 +263	+5%	+$11.6K	0.02%	164
2020 Q3	$220K	Buy	5,372 +3,900	+265%	+$160K	0.02%	171
2020 Q2	$57K	Buy	1,472 +30	+2%	+$1.09K	0.01%	296
2020 Q1	$48K	Sell	1,442 -3,204	-69%	-$129K	0.01%	305
2019 Q4	$205K	Sell	4,646 -4,192	-47%	-$179K	0.02%	181
2019 Q3	$363K	Buy	8,838 +4,039	+84%	+$165K	0.04%	154
2019 Q2	$200K	Buy	4,799 +2,578	+116%	+$106K	0.03%	177
2019 Q1	$91K	Buy	2,221 +458	+26%	+$18.3K	0.01%	248
2018 Q4	$65K	Sell	1,763 -835	-32%	-$33.1K	0.01%	284
2018 Q3	$112K	Buy	2,598 +834	+47%	+$35.9K	0.01%	231
2018 Q2	$76K	Sell	1,764 -240	-12%	-$10.7K	0.01%	255
2018 Q1	$89K	Sell	2,004 -1,288	-39%	-$58.4K	0.01%	230
2017 Q4	$148K	Hold	3,292	–	–	0.02%	188
2017 Q3	$143K	Buy	3,292 +425	+15%	+$18K	0.02%	178
2017 Q2	$118K	Buy	2,867 +2,448	+584%	+$99.8K	0.02%	198
2017 Q1	$16K	Sell	419 -242	-37%	-$9.27K	﹤0.01%	522
2016 Q4	$24K	Buy	661 +385	+139%	+$14K	﹤0.01%	420
2016 Q3	$10K	Hold	276	–	–	﹤0.01%	535
2016 Q2	$10K	Buy	+276	New	+$9.97K	﹤0.01%	509
2015 Q4	–	Sell	-179	Closed	-$6.71K	–	1387
2015 Q3	$6K	Sell	179 -212	-54%	-$8.14K	﹤0.01%	921
2015 Q2	$15K	Buy	391 +68	+21%	+$2.81K	﹤0.01%	754
2015 Q1	$13K	Buy	+323	New	+$12.7K	﹤0.01%	782
2014 Q2	–	Sell	-2,250	Closed	-$93K	–	861
2014 Q1	$93K	Hold	2,250	–	–	0.02%	183
2013 Q4	$94K	Hold	2,250	–	–	0.02%	168
2013 Q3	$89K	Hold	2,250	–	–	0.02%	151
2013 Q2	$81K	Buy	+2,250	New	+$84.1K	0.02%	152

Other funds holding VEA

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's VEA Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 68% in Q4 2021, selling an estimated $226K and leaving 2,036 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #283.

Reilly Financial Advisors first reported a position in VEA in Q2 2013 and has held it in 30 quarters since. The position peaked at $399K in Q1 2021. 1,816 funds tracked by Wall St. Rank hold VEA as of Q4 2021.

Reilly Financial Advisors held 2,036 shares of Vanguard FTSE Developed Markets ETF worth $104K as of Q4 2021.
Reilly Financial Advisors sold 4,408 Vanguard FTSE Developed Markets ETF shares in Q4 2021, an estimated $226K.
Vanguard FTSE Developed Markets ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #283 holding.
Reilly Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 30 quarters since.
Reilly Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $399K in Q1 2021.
1,816 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.