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

Correct Capital 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	-4,488	Closed	-$263K	–	124
2024 Q2	$263K	Sell	4,488 -16,340	-78%	-$959K	0.06%	102
2024 Q1	$1.22M	Sell	20,828 -4,889	-19%	-$276K	0.28%	42
2023 Q4	$1.44M	Buy	+25,717	New	+$1.36M	0.37%	30

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

Correct Capital Wealth Management's VEU Position: Q3 2024 in Review

Correct Capital Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 4,488 shares — an estimated $263K sold.

Correct Capital Wealth Management first reported a position in VEU in Q4 2023 and held it in 3 quarters. The position peaked at $1.44M in Q4 2023. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Correct Capital Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
Correct Capital Wealth Management sold 4,488 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $263K.
Correct Capital Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 3 quarters.
Correct Capital Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.44M in Q4 2023.
1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Correct Capital Wealth Management's 13F filing for Q3 2024, filed 30 Apr 2025.