WealthStone’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WealthStone’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 Q1	$274K	Hold	5,586	–	–	0.1%	180
2020 Q4	$264K	Sell	5,586 -3,500	-39%	-$154K	0.09%	161
2020 Q3	$372K	Hold	9,086	–	–	0.17%	84
2020 Q2	$352K	Sell	9,086 -571	-6%	-$20.9K	0.17%	99
2020 Q1	$322K	Buy	9,657 +406	+4%	+$16.3K	0.32%	19
2019 Q4	$410K	Buy	9,251 +165	+2%	+$7.04K	0.24%	26
2019 Q3	$373K	Buy	+9,086	New	+$371K	0.2%	42
2019 Q2	–	Hold	0	–	–	–	101

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

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

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

WealthStone's VEA Position: Q1 2021 in Review

WealthStone held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2021 at 5,586 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #180.

WealthStone first reported a position in VEA in Q3 2019 and has held it in 7 quarters since. The position peaked at $410K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

WealthStone held 5,586 shares of Vanguard FTSE Developed Markets ETF worth $274K as of Q1 2021.
WealthStone left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2021.
Vanguard FTSE Developed Markets ETF made up 0.1% of WealthStone's portfolio in Q1 2021, its #180 holding.
WealthStone first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's Vanguard FTSE Developed Markets ETF position peaked at $410K in Q4 2019.
1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.