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

Transform Wealth’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	–	Sell	-4,127	Closed	-$203K	–	231
2021 Q1	$203K	Sell	4,127 -400	-9%	-$19.5K	0.04%	193
2020 Q4	$214K	Buy	+4,527	New	+$199K	0.04%	192
2020 Q3	–	Sell	-5,454	Closed	-$212K	–	235
2020 Q2	$212K	Sell	5,454 -23,366	-81%	-$853K	0.04%	207
2020 Q1	$961K	Sell	28,820 -24,761	-46%	-$993K	0.2%	106
2019 Q4	$2.36M	Sell	53,581 -2,618	-5%	-$112K	0.37%	85
2019 Q3	$2.31M	Buy	+56,199	New	+$2.29M	0.41%	84
2018 Q3	–	Sell	-30,697	Closed	-$1.32M	–	218
2018 Q2	$1.32M	Sell	30,697 -3,333	-10%	-$149K	0.24%	116
2018 Q1	$1.51M	Hold	34,030	–	–	0.29%	115
2017 Q4	$1.53M	Sell	34,030 -330	-1%	-$14.6K	0.28%	119
2017 Q3	$1.49M	Buy	+34,360	New	+$1.46M	0.52%	60
2017 Q2	–	Sell	-36,140	Closed	-$1.42M	–	179
2017 Q1	$1.42M	Sell	36,140 -5,020	-12%	-$192K	0.53%	56
2016 Q4	$1.5M	Hold	41,160	–	–	0.6%	42
2016 Q3	$1.54M	Hold	41,160	–	–	0.66%	38
2016 Q2	$1.46M	Buy	+41,160	New	+$1.49M	0.61%	52

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

Transform Wealth's VEA Position: Q2 2021 in Review

Transform Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2021, closing a stake of 4,127 shares — an estimated $203K sold.

Transform Wealth first reported a position in VEA in Q2 2016 and held it in 14 quarters. The position peaked at $2.36M in Q4 2019. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

Transform Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2021 after selling out during the quarter.
Transform Wealth sold 4,127 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $203K.
Transform Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and held it in 14 quarters.
Transform Wealth's Vanguard FTSE Developed Markets ETF position peaked at $2.36M in Q4 2019.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Transform Wealth's 13F filing for Q2 2021, filed 20 Jul 2021.