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Whalerock Point Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Whalerock Point Partners’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 		– Sell
-5,010
Closed -$221K – 137
2019
Q4 		$221K Hold
5,010
– – 0.12% 140
2019
Q3 		$206K Buy
+5,010
New +$205K 0.11% 139

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Jones Financial Companies
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Envestnet Asset Management
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Morgan Stanley
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TAIM
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Royal Bank of Canada
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Whalerock Point Partners's VEA Position: Q1 2020 in Review

Whalerock Point Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2020, closing a stake of 5,010 shares — an estimated $221K sold.

Whalerock Point Partners first reported a position in VEA in Q3 2019 and held it in 2 quarters. The position peaked at $221K in Q4 2019. 1,264 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

  • Whalerock Point Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Whalerock Point Partners sold 5,010 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $221K.
  • Whalerock Point Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and held it in 2 quarters.
  • Whalerock Point Partners's Vanguard FTSE Developed Markets ETF position peaked at $221K in Q4 2019.
  • 1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Whalerock Point Partners's 13F filing for Q1 2020, filed 15 May 2020.