USCA RIA’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

USCA RIA’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	$747K	Sell	14,505 -19,410	-57%	-$1M	0.05%	337
2021 Q1	$1.67M	Buy	33,915 +23,855	+237%	+$1.17M	0.11%	237
2020 Q4	$475K	Buy	10,060 +2,240	+29%	+$98.5K	0.03%	336
2020 Q3	$320K	Buy	+7,820	New	+$321K	0.03%	361
2019 Q1	–	Sell	-6,361	Closed	-$236K	–	462
2018 Q4	$236K	Buy	+6,361	New	+$252K	0.03%	364
2017 Q4	–	Sell	-4,932	Closed	-$204K	–	457
2017 Q3	$204K	Hold	4,932	–	–	0.03%	385
2017 Q2	$204K	Buy	+4,932	New	+$201K	0.03%	391

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

USCA RIA's VEA Position: Q2 2021 in Review

USCA RIA reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 57% in Q2 2021, selling an estimated $1M and leaving 14,505 shares worth $747K. The position accounts for 0.05% of the portfolio, ranked #337.

USCA RIA first reported a position in VEA in Q2 2017 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2021. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

USCA RIA held 14,505 shares of Vanguard FTSE Developed Markets ETF worth $747K as of Q2 2021.
USCA RIA sold 19,410 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $1M.
Vanguard FTSE Developed Markets ETF made up 0.05% of USCA RIA's portfolio in Q2 2021, its #337 holding.
USCA RIA first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 7 quarters since.
USCA RIA's Vanguard FTSE Developed Markets ETF position peaked at $1.67M in Q1 2021.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.