Stelac Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Stelac Advisory Services’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	-2,778	Closed	-$114K	–	112
2019 Q3	$114K	Sell	2,778 -722	-21%	-$29.5K	0.08%	101
2019 Q2	$146K	Hold	3,500	–	–	0.11%	66
2019 Q1	$130K	Hold	3,500	–	–	0.06%	91
2018 Q4	$130K	Hold	3,500	–	–	0.06%	84
2018 Q3	$151K	Hold	3,500	–	–	0.04%	96
2018 Q2	$150K	Hold	3,500	–	–	0.04%	105
2018 Q1	$155K	Buy	+3,500	New	+$159K	0.05%	87

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Stelac Advisory Services's VEA Position: Q4 2019 in Review

Stelac Advisory Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2019, closing a stake of 2,778 shares — an estimated $114K sold.

Stelac Advisory Services first reported a position in VEA in Q1 2018 and held it in 7 quarters. The position peaked at $155K in Q1 2018. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

Stelac Advisory Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2019 after selling out during the quarter.
Stelac Advisory Services sold 2,778 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $114K.
Stelac Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 7 quarters.
Stelac Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $155K in Q1 2018.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Stelac Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.