9WM
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9258 Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

9258 Wealth Management’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.97M Sell
47,173
-1,161
-2% -$69.9K 0.44% 45
2024
Q2 		$2.83M Sell
48,334
-1,256
-3% -$73.7K 0.44% 45
2024
Q1 		$2.91M Buy
49,590
+44
+0.1% +$2.49K 0.45% 47
2023
Q4 		$2.78M Buy
49,546
+2
+0% +$106 0.49% 42
2023
Q3 		$2.57M Hold
49,544
– – 0.5% 45
2023
Q2 		$2.7M Sell
49,544
-4,407
-8% -$239K 0.51% 43
2023
Q1 		$2.88M Sell
53,951
-2,722
-5% -$144K 0.58% 35
2022
Q4 		$2.84M Sell
56,673
-2,147
-4% -$104K 0.61% 33
2022
Q3 		$2.61M Sell
58,820
-3,190
-5% -$158K 0.67% 33
2022
Q2 		$3.1M Sell
62,010
-5,273
-8% -$282K 0.79% 24
2022
Q1 		$3.88M Sell
67,283
-1,333
-2% -$78.4K 0.9% 18
2021
Q4 		$4.21M Buy
68,616
+7,084
+12% +$438K 0.96% 17
2021
Q3 		$3.75M Buy
61,532
+8,832
+17% +$556K 1% 16
2021
Q2 		$3.34M Buy
52,700
+18,206
+53% +$1.15M 0.9% 18
2021
Q1 		$2.09M Buy
34,494
+7,751
+29% +$471K 0.63% 27
2020
Q4 		$1.56M Buy
26,743
+336
+1% +$18.3K 0.51% 37
2020
Q3 		$1.3M Buy
26,407
+362
+1% +$18.4K 0.49% 39
2020
Q2 		$1.24M Sell
26,045
-3,533
-12% -$158K 0.5% 39
2020
Q1 		$1.28M Buy
29,578
+1,737
+6% +$85.4K 0.56% 36
2019
Q4 		$1.5M Buy
27,841
+203
+0.7% +$10.5K 0.55% 35
2019
Q3 		$1.38M Sell
27,638
-1,200
-4% -$59.8K 1.08% 22
2019
Q2 		$1.47M Buy
28,838
+1,600
+6% +$80.7K 1.18% 19
2019
Q1 		$1.37M Buy
27,238
+3,279
+14% +$161K 1.16% 16
2018
Q4 		$1.09M Buy
+23,959
New +$1.15M 1.05% 23

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

9258 Wealth Management's VEU Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.4% in Q3 2024, selling an estimated $69.9K and leaving 47,173 shares worth $2.97M. The position accounts for 0.44% of the portfolio, ranked #45.

9258 Wealth Management first reported a position in VEU in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.21M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • 9258 Wealth Management held 47,173 shares of Vanguard FTSE All-World ex-US ETF worth $2.97M as of Q3 2024.
  • 9258 Wealth Management sold 1,161 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $69.9K.
  • Vanguard FTSE All-World ex-US ETF made up 0.44% of 9258 Wealth Management's portfolio in Q3 2024, its #45 holding.
  • 9258 Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $4.21M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.