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

Burt 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
2021 Q1	–	Sell	-60	Closed	-$4K	–	355
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	322
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	337
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	323
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	350
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	311
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	312
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	312
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	322
2018 Q4	$3K	Sell	60 -600	-91%	-$28.8K	﹤0.01%	320
2018 Q3	$34K	Hold	660	–	–	0.02%	207
2018 Q2	$34K	Hold	660	–	–	0.02%	205
2018 Q1	$36K	Hold	660	–	–	0.02%	208
2017 Q4	$36K	Sell	660 -350	-35%	-$18.8K	0.02%	205
2017 Q3	$53K	Buy	+1,010	New	+$52.3K	0.03%	174

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Burt Wealth Advisors's VEU Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2021, closing a stake of 60 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in VEU in Q3 2017 and held it in 14 quarters. The position peaked at $53K in Q3 2017. 948 funds tracked by Wall St. Rank hold VEU as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 60 Vanguard FTSE All-World ex-US ETF shares in Q1 2021, an estimated $4K.
Burt Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2017 and held it in 14 quarters.
Burt Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $53K in Q3 2017.
948 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.