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

TLW Wealth Management’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
Q1 		– Sell
-48,826
Closed -$1.81M – 38
2018
Q4 		$1.81M Buy
+48,826
New +$1.93M 1.87% 6

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

TLW Wealth Management's VEA Position: Q1 2019 in Review

TLW Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2019, closing a stake of 48,826 shares — an estimated $1.81M sold.

TLW Wealth Management first reported a position in VEA in Q4 2018 and held it in 1 quarter. The position peaked at $1.81M in Q4 2018. 1,186 funds tracked by Wall St. Rank hold VEA as of Q1 2019.

  • TLW Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 48,826 Vanguard FTSE Developed Markets ETF shares in Q1 2019, an estimated $1.81M.
  • TLW Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.81M in Q4 2018.
  • 1,186 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.