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Sequoia Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sequoia Wealth 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
2019
Q4 		– Sell
-9,050
Closed -$373K – 49
2019
Q3 		$373K Buy
9,050
+34
+0.4% +$1.39K 0.76% 35
2019
Q2 		$374K Sell
9,016
-133
-1% -$5.48K 0.35% 36
2019
Q1 		$373K Buy
9,149
+415
+5% +$16.6K 0.3% 51
2018
Q4 		$324K Buy
+8,734
New +$346K 0.32% 47

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Sequoia Wealth Management's VEA Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2019, closing a stake of 9,050 shares — an estimated $373K sold.

Sequoia Wealth Management first reported a position in VEA in Q4 2018 and held it in 4 quarters. The position peaked at $374K in Q2 2019. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

  • Sequoia Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 9,050 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $373K.
  • Sequoia Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 4 quarters.
  • Sequoia Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $374K in Q2 2019.
  • 1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.