UAS
VEA icon

United Asset Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-15,523
Closed -$647K – 204
2019
Q2 		$647K Sell
15,523
-2,883
-16% -$119K 0.15% 118
2019
Q1 		$752K Sell
18,406
-9,104
-33% -$364K 0.18% 113
2018
Q4 		$1.02M Buy
27,510
+5,030
+22% +$199K 0.28% 82
2018
Q3 		$973K Sell
22,480
-2,560
-10% -$110K 0.23% 98
2018
Q2 		$1.07M Sell
25,040
-1,023
-4% -$45.6K 0.28% 87
2018
Q1 		$1.15M Sell
26,063
-1,050
-4% -$47.6K 0.34% 75
2017
Q4 		$1.22M Buy
27,113
+2
+0% +$88 0.33% 76
2017
Q3 		$1.18M Sell
27,111
-501
-2% -$21.3K 0.67% 41
2017
Q2 		$1.14M Sell
27,612
-21
-0.1% -$856 0.34% 72
2017
Q1 		$1.09M Sell
27,633
-1,804
-6% -$69.1K 0.33% 74
2016
Q4 		$1.08M Sell
29,437
-1,968
-6% -$71.8K 0.35% 71
2016
Q3 		$1.18M Sell
31,405
-2,768
-8% -$102K 0.41% 64
2016
Q2 		$1.21M Sell
34,173
-10,493
-23% -$379K 0.45% 56
2016
Q1 		$1.6M Sell
44,666
-20,064
-31% -$692K 0.72% 42
2015
Q4 		$2.38M Buy
64,730
+33,535
+108% +$1.26M 1.03% 33
2015
Q3 		$1.11M Sell
31,195
-4,235
-12% -$163K 0.51% 50
2015
Q2 		$1.41M Sell
35,430
-2,572
-7% -$106K 0.63% 50
2015
Q1 		$1.57M Sell
38,002
-5,384
-12% -$211K 0.73% 47
2014
Q4 		$1.64M Buy
43,386
+18,926
+77% +$733K 0.7% 52
2014
Q3 		$972K Sell
24,460
-1,725
-7% -$71.8K 0.44% 66
2014
Q2 		$1.11M Sell
26,185
-1,748
-6% -$73.7K 0.54% 60
2014
Q1 		$1.15M Sell
27,933
-850
-3% -$34.8K 0.65% 50
2013
Q4 		$1.2M Buy
28,783
+2,719
+10% +$110K 0.82% 42
2013
Q3 		$1.03M Sell
26,064
-9,327
-26% -$355K 0.65% 53
2013
Q2 		$1.26M Buy
+35,391
New +$1.32M 0.83% 45

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
Morgan Stanley
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

United Asset Strategies's VEA Position: Q3 2019 in Review

United Asset Strategies sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2019, closing a stake of 15,523 shares — an estimated $647K sold.

United Asset Strategies first reported a position in VEA in Q2 2013 and held it in 25 quarters. The position peaked at $2.38M in Q4 2015. 1,191 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

  • United Asset Strategies reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2019 after selling out during the quarter.
  • United Asset Strategies sold 15,523 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $647K.
  • United Asset Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 25 quarters.
  • United Asset Strategies's Vanguard FTSE Developed Markets ETF position peaked at $2.38M in Q4 2015.
  • 1,191 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on United Asset Strategies's 13F filing for Q3 2019, filed 1 Nov 2019.