WESPAC Advisors SoCal’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-702	Closed	-$28K	–	294
2019 Q1	$28K	Buy	+702	New	+$28.1K	0.02%	145
2018 Q4	–	Hold	0	–	–	–	58
2016 Q2	–	Sell	-315	Closed	-$11.3K	–	310
2016 Q1	$11.3K	Buy	+315	New	+$10.9K	0.01%	195

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 $374B AUM 17.66% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

WESPAC Advisors SoCal's VEA Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2019, closing a stake of 702 shares — an estimated $28K sold.

WESPAC Advisors SoCal first reported a position in VEA in Q1 2016 and held it in 2 quarters. The position peaked at $28K in Q1 2019. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 702 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $28K.
WESPAC Advisors SoCal first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and held it in 2 quarters.
WESPAC Advisors SoCal's Vanguard FTSE Developed Markets ETF position peaked at $28K in Q1 2019.
1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.