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

Strategic 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
2021 Q2	$711K	Buy	13,808 +361	+3%	+$18.6K	0.26%	53
2021 Q1	$660K	Buy	13,447 +64	+0.5%	+$3.13K	0.25%	55
2020 Q4	$632K	Buy	+13,383	New	+$589K	0.27%	51
2020 Q3	–	Sell	-5,699	Closed	-$221K	–	128
2020 Q2	$221K	Buy	+5,699	New	+$208K	0.13%	88

Other funds holding VEA

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Management Group's VEA Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.7% in Q2 2021, buying an estimated $18.6K and bringing the position to 13,808 shares worth $711K. The position accounts for 0.26% of the portfolio, ranked #53.

Strategic Wealth Management Group first reported a position in VEA in Q2 2020 and has held it in 4 quarters since. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

Strategic Wealth Management Group held 13,808 shares of Vanguard FTSE Developed Markets ETF worth $711K as of Q2 2021.
Strategic Wealth Management Group bought 361 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $18.6K.
Vanguard FTSE Developed Markets ETF made up 0.26% of Strategic Wealth Management Group's portfolio in Q2 2021, its #53 holding.
Strategic Wealth Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 4 quarters since.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.