Wealth Advisors of Tampa Bay’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealth Advisors of Tampa Bay’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	-7,170	Closed	-$299K	–	71
2019 Q2	$299K	Hold	7,170	–	–	0.22%	70
2019 Q1	$293K	Sell	7,170 -40	-0.6%	-$1.6K	0.21%	64
2018 Q4	$266K	Hold	7,210	–	–	0.22%	61
2018 Q3	$312K	Buy	7,210 +200	+3%	+$8.62K	0.22%	60
2018 Q2	$298K	Buy	7,010 +1,100	+19%	+$49K	0.23%	60
2018 Q1	$262K	Buy	+5,910	New	+$268K	0.19%	65

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Wealth Advisors of Tampa Bay's VEA Position: Q3 2019 in Review

Wealth Advisors of Tampa Bay sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2019, closing a stake of 7,170 shares — an estimated $299K sold.

Wealth Advisors of Tampa Bay first reported a position in VEA in Q1 2018 and held it in 6 quarters. The position peaked at $312K in Q3 2018. 1,192 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

Wealth Advisors of Tampa Bay reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 7,170 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $299K.
Wealth Advisors of Tampa Bay first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 6 quarters.
Wealth Advisors of Tampa Bay's Vanguard FTSE Developed Markets ETF position peaked at $312K in Q3 2018.
1,192 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2019, filed 6 Nov 2019.