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Rowland Carmichael Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Rowland Carmichael 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
2020
Q4 		$654K Buy
13,843
+834
+6% +$36.7K 0.21% 110
2020
Q3 		$532K Sell
13,009
-1,429
-10% -$58.6K 0.21% 121
2020
Q2 		$560K Sell
14,438
-5,709
-28% -$208K 0.24% 112
2020
Q1 		$672K Sell
20,147
-1,267
-6% -$50.8K 0.34% 77
2019
Q4 		$944K Sell
21,414
-3,619
-14% -$154K 0.32% 78
2019
Q3 		$1.03M Sell
25,033
-11,210
-31% -$458K 0.35% 64
2019
Q2 		$1.51M Sell
36,243
-3,243
-8% -$134K 0.52% 32
2019
Q1 		$1.61M Sell
39,486
-6,558
-14% -$262K 0.59% 28
2018
Q4 		$1.71M Sell
46,044
-30,575
-40% -$1.21M 0.75% 17
2018
Q3 		$3.31M Buy
76,619
+5,410
+8% +$233K 1.29% 10
2018
Q2 		$3.06M Buy
71,209
+2,780
+4% +$124K 1.3% 10
2018
Q1 		$3.03M Buy
68,429
+26,190
+62% +$1.19M 1.66% 5
2017
Q4 		$1.9M Sell
42,239
-2,720
-6% -$120K 0.98% 11
2017
Q3 		$1.95M Buy
44,959
+658
+1% +$27.9K 1.08% 10
2017
Q2 		$1.83M Sell
44,301
-938
-2% -$38.2K 1.06% 9
2017
Q1 		$1.78M Sell
45,239
-17,535
-28% -$672K 1.08% 11
2016
Q4 		$2.29M Buy
62,774
+682
+1% +$24.9K 1.35% 8
2016
Q3 		$2.32M Sell
62,092
-2,759
-4% -$101K 1.48% 7
2016
Q2 		$2.29M Buy
64,851
+8,881
+16% +$321K 1.44% 8
2016
Q1 		$2.01M Buy
+55,970
New +$1.93M 1.85% 10

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Rowland Carmichael Advisors's VEA Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.4% in Q4 2020, buying an estimated $36.7K and bringing the position to 13,843 shares worth $654K. The position accounts for 0.21% of the portfolio, ranked #110.

Rowland Carmichael Advisors first reported a position in VEA in Q1 2016 and has held it in 20 quarters since. The position peaked at $3.31M in Q3 2018. 1,465 funds tracked by Wall St. Rank hold VEA as of Q4 2020.

  • Rowland Carmichael Advisors held 13,843 shares of Vanguard FTSE Developed Markets ETF worth $654K as of Q4 2020.
  • Rowland Carmichael Advisors bought 834 Vanguard FTSE Developed Markets ETF shares in Q4 2020, an estimated $36.7K.
  • Vanguard FTSE Developed Markets ETF made up 0.21% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #110 holding.
  • Rowland Carmichael Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Vanguard FTSE Developed Markets ETF position peaked at $3.31M in Q3 2018.
  • 1,465 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.