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

Signature Wealth Management Group’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
2018 Q4	–	Sell	-757	Closed	-$29K	–	284
2018 Q3	$29K	Hold	757	–	–	0.02%	134
2018 Q2	$32K	Hold	757	–	–	0.02%	126
2018 Q1	$33K	Sell	757 -757	-50%	-$34.3K	0.03%	119
2017 Q4	$68K	Buy	+1,514	New	+$66.9K	0.05%	89

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Wealth Management Group's VEA Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018, closing a stake of 757 shares — an estimated $29K sold.

Signature Wealth Management Group first reported a position in VEA in Q4 2017 and held it in 4 quarters. The position peaked at $68K in Q4 2017. 1,150 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Signature Wealth Management Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 757 Vanguard FTSE Developed Markets ETF shares in Q4 2018, an estimated $29K.
Signature Wealth Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Vanguard FTSE Developed Markets ETF position peaked at $68K in Q4 2017.
1,150 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.