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

Triangle Securities 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
2015 Q4	–	Sell	-5,911	Closed	-$211K	–	137
2015 Q3	$211K	Hold	5,911	–	–	0.16%	127
2015 Q2	$234K	Hold	5,911	–	–	0.17%	125
2015 Q1	$235K	Buy	+5,911	New	+$232K	0.16%	127
2013 Q3	–	Sell	-3,605	Closed	-$128K	–	372
2013 Q2	$128K	Buy	+3,605	New	+$135K	0.09%	156

Other funds holding VEA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Triangle Securities Wealth Management's VEA Position: Q4 2015 in Review

Triangle Securities Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2015, closing a stake of 5,911 shares — an estimated $211K sold.

Triangle Securities Wealth Management first reported a position in VEA in Q2 2013 and held it in 4 quarters. The position peaked at $235K in Q1 2015. 631 funds tracked by Wall St. Rank hold VEA as of Q4 2015.

Triangle Securities Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2015 after selling out during the quarter.
Triangle Securities Wealth Management sold 5,911 Vanguard FTSE Developed Markets ETF shares in Q4 2015, an estimated $211K.
Triangle Securities Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 4 quarters.
Triangle Securities Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $235K in Q1 2015.
631 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2015.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2015, filed 28 Jan 2016.