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Royal Fund Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Royal Fund Management’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
Q2 		– Sell
-240
Closed -$8K – 555
2020
Q1 		$8K Buy
240
+121
+102% +$4.86K ﹤0.01% 399
2019
Q4 		$5K Sell
119
-22
-16% -$938 ﹤0.01% 486
2019
Q3 		$5K Sell
141
-106
-43% -$4.33K ﹤0.01% 452
2019
Q2 		$10K Sell
247
-170
-41% -$7.01K ﹤0.01% 388
2019
Q1 		$17K Buy
417
+96
+30% +$3.84K 0.01% 323
2018
Q4 		$11K Sell
321
-460
-59% -$18.2K ﹤0.01% 331
2018
Q3 		$33K Sell
781
-115,386
-99% -$4.97M 0.01% 224
2018
Q2 		$4.98M Buy
116,167
+24,911
+27% +$1.11M 1.65% 23
2018
Q1 		$4.04M Sell
91,256
-753
-0.8% -$34.2K 1.47% 25
2017
Q4 		$4.13M Buy
92,009
+359
+0.4% +$15.9K 1.48% 25
2017
Q3 		$3.98M Buy
91,650
+27,417
+43% +$1.16M 1.58% 26
2017
Q2 		$2.65M Buy
64,233
+64,125
+59,375% +$2.61M 1.13% 29
2017
Q1 		$4K Sell
108
-6
-5% -$230 ﹤0.01% 337
2016
Q4 		$4K Buy
+114
New +$4.16K ﹤0.01% 321

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Fund Management's VEA Position: Q2 2020 in Review

Royal Fund Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2020, closing a stake of 240 shares — an estimated $8K sold.

Royal Fund Management first reported a position in VEA in Q4 2016 and held it in 14 quarters. The position peaked at $4.98M in Q2 2018. 1,262 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

  • Royal Fund Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 240 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $8K.
  • Royal Fund Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and held it in 14 quarters.
  • Royal Fund Management's Vanguard FTSE Developed Markets ETF position peaked at $4.98M in Q2 2018.
  • 1,262 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.