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

Doyle 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
2022
Q3 		$628K Sell
14,157
-1,759
-11% -$87.1K 0.05% 119
2022
Q2 		$795K Buy
15,916
+7,202
+83% +$386K 0.06% 116
2022
Q1 		$502K Buy
8,714
+78
+0.9% +$4.59K 0.04% 154
2021
Q4 		$529K Buy
8,636
+1,024
+13% +$63.4K 0.04% 139
2021
Q3 		$464K Sell
7,612
-248
-3% -$15.6K 0.04% 145
2021
Q2 		$498K Buy
7,860
+24
+0.3% +$1.52K 0.04% 140
2021
Q1 		$475K Buy
7,836
+409
+6% +$24.9K 0.05% 142
2020
Q4 		$433K Sell
7,427
-165
-2% -$8.99K 0.04% 141
2020
Q3 		$383K Buy
7,592
+18
+0.2% +$913 0.04% 135
2020
Q2 		$361K Buy
7,574
+14
+0.2% +$627 0.05% 132
2020
Q1 		$310K Buy
7,560
+8
+0.1% +$393 0.05% 132
2019
Q4 		$406K Buy
7,552
+98
+1% +$5.09K 0.05% 137
2019
Q3 		$372K Sell
7,454
-836
-10% -$41.7K 0.05% 139
2019
Q2 		$423K Buy
8,290
+28
+0.3% +$1.41K 0.06% 127
2019
Q1 		$415K Buy
8,262
+194
+2% +$9.5K 0.06% 124
2018
Q4 		$368K Buy
8,068
+1,832
+29% +$88K 0.06% 123
2018
Q3 		$325K Hold
6,236
– – 0.05% 143
2018
Q2 		$323K Buy
6,236
+17
+0.3% +$921 0.05% 140
2018
Q1 		$338K Sell
6,219
-652
-9% -$36.3K 0.06% 122
2017
Q4 		$376K Buy
6,871
+2,148
+45% +$116K 0.06% 119
2017
Q3 		$249K Buy
+4,723
New +$244K 0.04% 131

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Janney Montgomery Scott
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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Doyle Wealth Management's VEU Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 11% in Q3 2022, selling an estimated $87.1K and leaving 14,157 shares worth $628K. The position accounts for 0.05% of the portfolio, ranked #119.

Doyle Wealth Management first reported a position in VEU in Q3 2017 and has held it in 21 quarters since. The position peaked at $795K in Q2 2022. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

  • Doyle Wealth Management held 14,157 shares of Vanguard FTSE All-World ex-US ETF worth $628K as of Q3 2022.
  • Doyle Wealth Management sold 1,759 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $87.1K.
  • Vanguard FTSE All-World ex-US ETF made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #119 holding.
  • Doyle Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2017 and has held it in 21 quarters since.
  • Doyle Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $795K in Q2 2022.
  • 973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.