TrueWealth LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

TrueWealth LLC’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
2020 Q2	$5.43M	Buy	139,910 +45,069	+48%	+$1.65M	2.28%	9
2020 Q1	$3.16M	Buy	94,841 +69,524	+275%	+$2.79M	1.54%	9
2019 Q4	$1.11M	Buy	25,317 +71	+0.3%	+$3.03K	0.45%	33
2019 Q3	$1.04M	Buy	25,246 +887	+4%	+$36.2K	0.45%	32
2019 Q2	$1.02M	Buy	24,359 +243	+1%	+$10K	0.45%	33
2019 Q1	$986K	Sell	24,116 -988	-4%	-$39.5K	0.46%	32
2018 Q4	$931K	Buy	25,104 +763	+3%	+$30.2K	0.47%	31
2018 Q3	$1.05M	Buy	24,341 +813	+3%	+$35K	0.48%	31
2018 Q2	$1.01M	Buy	23,528 +2,807	+14%	+$125K	0.48%	30
2018 Q1	$917K	Buy	20,721 +3,144	+18%	+$143K	0.46%	32
2017 Q4	$789K	Buy	+17,577	New	+$777K	0.37%	42

Other funds holding VEA

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

TrueWealth LLC's VEA Position: Q2 2020 in Review

TrueWealth LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 48% in Q2 2020, buying an estimated $1.65M and bringing the position to 139,910 shares worth $5.43M. The position accounts for 2.28% of the portfolio, ranked #9.

TrueWealth LLC first reported a position in VEA in Q4 2017 and has held it in 11 quarters since. 1,263 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

TrueWealth LLC held 139,910 shares of Vanguard FTSE Developed Markets ETF worth $5.43M as of Q2 2020.
TrueWealth LLC bought 45,069 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $1.65M.
Vanguard FTSE Developed Markets ETF made up 2.28% of TrueWealth LLC's portfolio in Q2 2020, its #9 holding.
TrueWealth LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 11 quarters since.
1,263 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.