Financial Gravity Asset Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Financial Gravity Asset 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 Q2	$27.5K	Sell	469 -471	-50%	-$27.6K	0.01%	341
2024 Q1	$54K	Buy	940 +465	+98%	+$26.3K	0.01%	372
2023 Q4	$26.7K	Buy	+475	New	+$25.2K	﹤0.01%	653
2021 Q2	–	Sell	-517	Closed	-$31	–	1024
2021 Q1	$31	Buy	+517	New	+$31.4K	﹤0.01%	612

Other funds holding VEU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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

Financial Gravity Asset Management's VEU Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 50% in Q2 2024, selling an estimated $27.6K and leaving 469 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #341.

Financial Gravity Asset Management first reported a position in VEU in Q1 2021 and has held it in 4 quarters since. The position peaked at $54K in Q1 2024. 1,206 funds tracked by Wall St. Rank hold VEU as of Q2 2024.

Financial Gravity Asset Management held 469 shares of Vanguard FTSE All-World ex-US ETF worth $27.5K as of Q2 2024.
Financial Gravity Asset Management sold 471 Vanguard FTSE All-World ex-US ETF shares in Q2 2024, an estimated $27.6K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #341 holding.
Financial Gravity Asset Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and has held it in 4 quarters since.
Financial Gravity Asset Management's Vanguard FTSE All-World ex-US ETF position peaked at $54K in Q1 2024.
1,206 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.