Vickerman & Driscoll Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$4.63M	Buy	138,816 +11,334	+9%	+$455K	2.84%	13
2019 Q4	$5.62M	Buy	127,482 +104,640	+458%	+$4.46M	2.84%	12
2019 Q3	$938K	Sell	22,842 -307	-1%	-$12.5K	0.51%	48
2019 Q2	$966K	Sell	23,149 -7,874	-25%	-$325K	0.54%	48
2019 Q1	$1.27M	Sell	31,023 -26,283	-46%	-$1.05M	0.72%	43
2018 Q4	$2.13M	Buy	57,306 +5,924	+12%	+$235K	1.65%	12
2018 Q3	$2.22M	Buy	51,382 +170	+0.3%	+$7.33K	1.55%	17
2018 Q2	$2.2M	Sell	51,212 -5,186	-9%	-$231K	1.6%	16
2018 Q1	$2.5M	Sell	56,398 -10,595	-16%	-$481K	1.84%	12
2017 Q4	$3M	Buy	+66,993	New	+$2.96M	2.36%	11

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VEA Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.9% in Q1 2020, buying an estimated $455K and bringing the position to 138,816 shares worth $4.63M. The position accounts for 2.84% of the portfolio, ranked #13.

Vickerman & Driscoll Financial Advisors first reported a position in VEA in Q4 2017 and has held it in 10 quarters since. The position peaked at $5.62M in Q4 2019. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 138,816 shares of Vanguard FTSE Developed Markets ETF worth $4.63M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 11,334 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $455K.
Vanguard FTSE Developed Markets ETF made up 2.84% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #13 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $5.62M in Q4 2019.
1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.