Coastwise Capital Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Coastwise Capital 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
2024 Q3	–	Sell	-4,540	Closed	-$266K	–	128
2024 Q2	$266K	Hold	4,540	–	–	0.25%	91
2024 Q1	$266K	Hold	4,540	–	–	0.25%	96
2023 Q4	$255K	Buy	4,540 +1	+0%	+$53	0.26%	93
2023 Q3	$235K	Buy	+4,539	New	+$246K	0.27%	96

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 $424B AUM 22.96% 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 $45.6B AUM 44.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Coastwise Capital Group's VEU Position: Q3 2024 in Review

Coastwise Capital Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 4,540 shares — an estimated $266K sold.

Coastwise Capital Group first reported a position in VEU in Q3 2023 and held it in 4 quarters. The position peaked at $266K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Coastwise Capital Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
Coastwise Capital Group sold 4,540 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $266K.
Coastwise Capital Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2023 and held it in 4 quarters.
Coastwise Capital Group's Vanguard FTSE All-World ex-US ETF position peaked at $266K in Q1 2024.
1,236 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Coastwise Capital Group's 13F filing for Q3 2024, filed 14 Nov 2024.