Carlsbad Wealth Advisory Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Carlsbad Wealth Advisory Group’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	$600K	Buy	+11,034	New	+$598K	0.39%	26

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

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

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

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

Carlsbad Wealth Advisory Group's VEU Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2023: 11,034 shares worth $600K. The stake represents 0.39% of the portfolio and ranks #26 among its holdings.

1,097 funds tracked by Wall St. Rank hold VEU as of Q2 2023.

Carlsbad Wealth Advisory Group held 11,034 shares of Vanguard FTSE All-World ex-US ETF worth $600K as of Q2 2023.
Vanguard FTSE All-World ex-US ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard FTSE All-World ex-US ETF made up 0.39% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #26 holding.
1,097 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.