Blue Bell Private Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Blue Bell Private 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
2023 Q4	–	Sell	-564	Closed	-$29.3K	–	737
2023 Q3	$29.3K	Hold	564	–	–	0.01%	318
2023 Q2	$30.7K	Hold	564	–	–	0.01%	312
2023 Q1	$30.2K	Hold	564	–	–	0.01%	278
2022 Q4	$28.3K	Hold	564	–	–	0.01%	275
2022 Q3	$25K	Hold	564	–	–	0.01%	279
2022 Q2	$28K	Hold	564	–	–	0.01%	272
2022 Q1	$32K	Hold	564	–	–	0.01%	268
2021 Q4	$35K	Buy	+564	New	+$34.9K	0.01%	240

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

Blue Bell Private Wealth Management's VEU Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2023, closing a stake of 564 shares — an estimated $29.3K sold.

Blue Bell Private Wealth Management first reported a position in VEU in Q4 2021 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold VEU as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 564 Vanguard FTSE All-World ex-US ETF shares in Q4 2023, an estimated $29.3K.
Blue Bell Private Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $35K in Q4 2021.
1,190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.