Atwood & Palmer’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Atwood & Palmer’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
2022 Q3	–	Sell	-520	Closed	-$26K	–	406
2022 Q2	$26K	Hold	520	–	–	﹤0.01%	263
2022 Q1	$30K	Hold	520	–	–	﹤0.01%	277
2021 Q4	$32K	Hold	520	–	–	﹤0.01%	273
2021 Q3	$32K	Hold	520	–	–	﹤0.01%	262
2021 Q2	$33K	Buy	+520	New	+$32.9K	﹤0.01%	253
2017 Q3	–	Sell	-1,508	Closed	-$75K	–	317
2017 Q2	$75K	Hold	1,508	–	–	0.01%	170
2017 Q1	$72K	Hold	1,508	–	–	0.01%	165
2016 Q4	$67K	Hold	1,508	–	–	0.01%	158
2016 Q3	$69K	Hold	1,508	–	–	0.01%	161
2016 Q2	$65K	Buy	+1,508	New	+$65.3K	0.01%	165

Other funds holding VEU

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Atwood & Palmer's VEU Position: Q3 2022 in Review

Atwood & Palmer sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 520 shares — an estimated $26K sold.

Atwood & Palmer first reported a position in VEU in Q2 2016 and held it in 10 quarters. The position peaked at $75K in Q2 2017. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

Atwood & Palmer reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 520 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $26K.
Atwood & Palmer first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2016 and held it in 10 quarters.
Atwood & Palmer's Vanguard FTSE All-World ex-US ETF position peaked at $75K in Q2 2017.
973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.