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Shepherd Kaplan Krochuk’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-6,397
Closed -$282K – 168
2019
Q4 		$282K Buy
6,397
+53
+0.8% +$2.26K 0.21% 124
2019
Q3 		$261K Buy
6,344
+35
+0.6% +$1.43K 0.19% 131
2019
Q2 		$263K Buy
6,309
+78
+1% +$3.21K 0.19% 127
2019
Q1 		$255K Sell
6,231
-4,053
-39% -$162K 0.16% 139
2018
Q4 		$382K Buy
+10,284
New +$407K 0.26% 106

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's VEA Position: Q1 2020 in Review

Shepherd Kaplan Krochuk sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 6,397 shares — an estimated $282K sold.

Shepherd Kaplan Krochuk first reported a position in VEA in Q4 2018 and held it in 5 quarters. The position peaked at $382K in Q4 2018. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

  • Shepherd Kaplan Krochuk reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 6,397 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $282K.
  • Shepherd Kaplan Krochuk first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 5 quarters.
  • Shepherd Kaplan Krochuk's Vanguard FTSE Developed Markets ETF position peaked at $382K in Q4 2018.
  • 1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2020, filed 12 May 2020.