BDO Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

BDO Wealth Advisors’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	$23.2K	Buy	427 +203	+91%	+$11K	﹤0.01%	556
2023 Q1	$12K	Hold	224	–	–	﹤0.01%	670
2022 Q4	$11.2K	Hold	224	–	–	﹤0.01%	664
2022 Q3	$10K	Buy	224 +1	+0.4%	+$49	﹤0.01%	714
2022 Q2	$11K	Hold	223	–	–	﹤0.01%	673
2022 Q1	$13K	Sell	223 -436	-66%	-$25.7K	﹤0.01%	694
2021 Q4	$40K	Buy	659 +437	+197%	+$27K	﹤0.01%	484
2021 Q3	$14K	Hold	222	–	–	﹤0.01%	680
2021 Q2	$14K	Buy	222 +1	+0.5%	+$63	﹤0.01%	702
2021 Q1	$13K	Sell	221 -404	-65%	-$24.6K	﹤0.01%	701
2020 Q4	$36K	Buy	625 +1	+0.2%	+$55	0.01%	388
2020 Q3	$31K	Sell	624 -24	-4%	-$1.22K	0.01%	382
2020 Q2	$31K	Buy	648 +45	+7%	+$2.02K	0.01%	376
2020 Q1	$25K	Sell	603 -1,466	-71%	-$72.1K	0.01%	421
2019 Q4	$111K	Buy	+2,069	New	+$107K	0.03%	240
2018 Q3	–	Sell	-400	Closed	-$21K	–	660
2018 Q2	$21K	Sell	400 -500	-56%	-$27.1K	0.01%	382
2018 Q1	$49K	Buy	+900	New	+$50.2K	0.02%	257

Other funds holding VEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $45.6B AUM 44.74% 1-Year Est. Return

BDO Wealth Advisors's VEU Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 91% in Q2 2023, buying an estimated $11K and bringing the position to 427 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

BDO Wealth Advisors first reported a position in VEU in Q1 2018 and has held it in 17 quarters since. The position peaked at $111K in Q4 2019. 1,099 funds tracked by Wall St. Rank hold VEU as of Q2 2023.

BDO Wealth Advisors held 427 shares of Vanguard FTSE All-World ex-US ETF worth $23.2K as of Q2 2023.
BDO Wealth Advisors bought 203 Vanguard FTSE All-World ex-US ETF shares in Q2 2023, an estimated $11K.
Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #556 holding.
BDO Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 17 quarters since.
BDO Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $111K in Q4 2019.
1,099 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.