Baldwin Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-400	Closed	-$23.5K	–	1170
2024 Q2	$23.5K	Hold	400	–	–	﹤0.01%	439
2024 Q1	$23.5K	Hold	400	–	–	﹤0.01%	466
2023 Q4	$22.5K	Hold	400	–	–	﹤0.01%	489
2023 Q3	$20.7K	Hold	400	–	–	﹤0.01%	505
2023 Q2	$21.8K	Hold	400	–	–	﹤0.01%	523
2023 Q1	$21.4K	Hold	400	–	–	﹤0.01%	536
2022 Q4	$20.1K	Buy	+400	New	+$19.4K	﹤0.01%	532
2021 Q2	–	Sell	-2,427	Closed	-$147K	–	670
2021 Q1	$147K	Hold	2,427	–	–	0.02%	219
2020 Q4	$142K	Hold	2,427	–	–	0.02%	215
2020 Q3	$122K	Hold	2,427	–	–	0.02%	210
2020 Q2	$116K	Hold	2,427	–	–	0.02%	203
2020 Q1	$100K	Buy	+2,427	New	+$119K	0.02%	199

Other funds holding VEU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Baldwin Wealth Partners's VEU Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 400 shares — an estimated $23.5K sold.

Baldwin Wealth Partners first reported a position in VEU in Q1 2020 and held it in 12 quarters. The position peaked at $147K in Q1 2021. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Baldwin Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 400 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $23.5K.
Baldwin Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and held it in 12 quarters.
Baldwin Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $147K in Q1 2021.
1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.