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Sequent Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sequent Asset 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
2017
Q4 		– Sell
-5,075
Closed -$220K – 65
2017
Q3 		$220K Hold
5,075
– – 0.13% 59
2017
Q2 		$210K Buy
+5,075
New +$207K 0.13% 61
2015
Q3 		– Sell
-5,075
Closed -$201K – 71
2015
Q2 		$201K Buy
+5,075
New +$210K 0.14% 70

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Creative Planning
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
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W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Sequent Asset Management's VEA Position: Q4 2017 in Review

Sequent Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2017, closing a stake of 5,075 shares — an estimated $220K sold.

Sequent Asset Management first reported a position in VEA in Q2 2015 and held it in 3 quarters. The position peaked at $220K in Q3 2017. 1,003 funds tracked by Wall St. Rank hold VEA as of Q4 2017.

  • Sequent Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2017 after selling out during the quarter.
  • Sequent Asset Management sold 5,075 Vanguard FTSE Developed Markets ETF shares in Q4 2017, an estimated $220K.
  • Sequent Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and held it in 3 quarters.
  • Sequent Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $220K in Q3 2017.
  • 1,003 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2017.

Based on Sequent Asset Management's 13F filing for Q4 2017, filed 24 Jan 2018.