TRUE Private Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-81	Closed	-$3K	–	679
2020 Q4	$3K	Hold	81	–	–	﹤0.01%	646
2020 Q3	$3K	Hold	81	–	–	﹤0.01%	608
2020 Q2	$3K	Hold	81	–	–	﹤0.01%	606
2020 Q1	$2K	Hold	81	–	–	﹤0.01%	617
2019 Q4	$3K	Buy	+81	New	+$3.45K	﹤0.01%	724
2019 Q3	–	Sell	-81	Closed	-$3K	–	692
2019 Q2	$3K	Buy	+81	New	+$3.34K	﹤0.01%	694
2018 Q4	–	Sell	-2,602	Closed	-$113K	–	876
2018 Q3	$113K	Buy	+2,602	New	+$112K	0.02%	336

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

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

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

TRUE Private Wealth Advisors's VEA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2021, closing a stake of 81 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in VEA in Q3 2018 and held it in 7 quarters. The position peaked at $113K in Q3 2018. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 81 Vanguard FTSE Developed Markets ETF shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $113K in Q3 2018.
1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.