AJ Wealth Strategies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$357K	Hold	6,563	–	–	0.02%	217
2023 Q1	$351K	Buy	6,563 +833	+15%	+$44.1K	0.02%	215
2022 Q4	$287K	Hold	5,730	–	–	0.02%	241
2022 Q3	$254K	Hold	5,730	–	–	0.01%	255
2022 Q2	$286K	Hold	5,730	–	–	0.02%	243
2022 Q1	$330K	Sell	5,730 -3,479	-38%	-$205K	0.02%	245
2021 Q4	$564K	Buy	9,209 +48	+0.5%	+$2.97K	0.03%	186
2021 Q3	$558K	Sell	9,161 -1,569	-15%	-$98.7K	0.03%	179
2021 Q2	$680K	Buy	10,730 +5,000	+87%	+$316K	0.04%	156
2021 Q1	$348K	Hold	5,730	–	–	0.02%	199
2020 Q4	$334K	Hold	5,730	–	–	0.03%	183
2020 Q3	$289K	Buy	+5,730	New	+$291K	0.03%	168

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

AJ Wealth Strategies's VEU Position: Q2 2023 in Review

AJ Wealth Strategies held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2023 at 6,563 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #217.

AJ Wealth Strategies first reported a position in VEU in Q3 2020 and has held it in 12 quarters since. The position peaked at $680K in Q2 2021. 1,097 funds tracked by Wall St. Rank hold VEU as of Q2 2023.

AJ Wealth Strategies held 6,563 shares of Vanguard FTSE All-World ex-US ETF worth $357K as of Q2 2023.
AJ Wealth Strategies left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2023.
Vanguard FTSE All-World ex-US ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #217 holding.
AJ Wealth Strategies first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's Vanguard FTSE All-World ex-US ETF position peaked at $680K in Q2 2021.
1,097 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.