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

Certus 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
2024 Q3	–	Sell	-14,081	Closed	-$826K	–	55
2024 Q2	$826K	Buy	14,081 +588	+4%	+$34.5K	0.63%	34
2024 Q1	$791K	Buy	13,493 +1,723	+15%	+$97.4K	0.63%	32
2023 Q4	$661K	Sell	11,770 -99	-0.8%	-$5.25K	0.56%	36
2023 Q3	$616K	Sell	11,869 -1,237	-9%	-$66.9K	0.59%	35
2023 Q2	$713K	Buy	+13,106	New	+$710K	0.71%	37

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

Certus Wealth Management's VEU Position: Q3 2024 in Review

Certus Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 14,081 shares — an estimated $826K sold.

Certus Wealth Management first reported a position in VEU in Q2 2023 and held it in 5 quarters. The position peaked at $826K in Q2 2024. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Certus Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
Certus Wealth Management sold 14,081 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $826K.
Certus Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2023 and held it in 5 quarters.
Certus Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $826K in Q2 2024.
1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Certus Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.