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SteelBridge Private Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SteelBridge Private Wealth Advisors’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
Q1 		$255K Buy
5,765
+1,239
+27% +$56.2K 2.21% 22
2017
Q4 		$203K Buy
+4,526
New +$200K 1.71% 32

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

SteelBridge Private Wealth Advisors's VEA Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 27% in Q1 2018, buying an estimated $56.2K and bringing the position to 5,765 shares worth $255K. The position accounts for 2.21% of the portfolio, ranked #22.

SteelBridge Private Wealth Advisors first reported a position in VEA in Q4 2017 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold VEA as of Q1 2018.

  • SteelBridge Private Wealth Advisors held 5,765 shares of Vanguard FTSE Developed Markets ETF worth $255K as of Q1 2018.
  • SteelBridge Private Wealth Advisors bought 1,239 Vanguard FTSE Developed Markets ETF shares in Q1 2018, an estimated $56.2K.
  • Vanguard FTSE Developed Markets ETF made up 2.21% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #22 holding.
  • SteelBridge Private Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.