Clear Perspectives Financial Planning’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q1	–	Sell	-125	Closed	-$8K	–	240
2021 Q4	$8K	Hold	125	–	–	﹤0.01%	184
2021 Q3	$8K	Hold	125	–	–	﹤0.01%	172
2021 Q2	$8K	Hold	125	–	–	﹤0.01%	175
2021 Q1	$8K	Hold	125	–	–	﹤0.01%	159
2020 Q4	$7K	Buy	+125	New	+$6.81K	﹤0.01%	156

Other funds holding VEU

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

Clear Perspectives Financial Planning's VEU Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2022, closing a stake of 125 shares — an estimated $8K sold.

Clear Perspectives Financial Planning first reported a position in VEU in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold VEU as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 125 Vanguard FTSE All-World ex-US ETF shares in Q1 2022, an estimated $8K.
Clear Perspectives Financial Planning first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's Vanguard FTSE All-World ex-US ETF position peaked at $8K in Q4 2021.
1,072 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.