Engrave Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Engrave Wealth Partners’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
2020 Q4	–	Sell	-4,208	Closed	-$214K	–	59
2020 Q3	$214K	Buy	+4,208	New	+$213K	0.21%	46
2020 Q2	–	Sell	-29	Closed	-$1K	–	498
2020 Q1	$1K	Buy	+29	New	+$1.43K	﹤0.01%	403

Other funds holding VEU

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Engrave Wealth Partners's VEU Position: Q4 2020 in Review

Engrave Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2020, closing a stake of 4,208 shares — an estimated $214K sold.

Engrave Wealth Partners first reported a position in VEU in Q1 2020 and held it in 2 quarters. The position peaked at $214K in Q3 2020. 914 funds tracked by Wall St. Rank hold VEU as of Q4 2020.

Engrave Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2020 after selling out during the quarter.
Engrave Wealth Partners sold 4,208 Vanguard FTSE All-World ex-US ETF shares in Q4 2020, an estimated $214K.
Engrave Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and held it in 2 quarters.
Engrave Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $214K in Q3 2020.
914 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2020.

Based on Engrave Wealth Partners's 13F filing for Q4 2020, filed 15 Jan 2021.