Fulcrum Equity Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Fulcrum Equity 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
2021 Q2	–	Sell	-5,182	Closed	-$314K	–	237
2021 Q1	$314K	Sell	5,182 -1,135	-18%	-$69K	0.12%	140
2020 Q4	$369K	Buy	+6,317	New	+$344K	0.15%	109
2020 Q3	–	Sell	-29,166	Closed	-$1.39M	–	172
2020 Q2	$1.39M	Buy	+29,166	New	+$1.31M	0.66%	36
2020 Q1	–	Sell	-34,475	Closed	-$1.85M	–	90
2019 Q4	$1.85M	Buy	+34,475	New	+$1.79M	0.97%	17

Other funds holding VEU

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fulcrum Equity Management's VEU Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2021, closing a stake of 5,182 shares — an estimated $314K sold.

Fulcrum Equity Management first reported a position in VEU in Q4 2019 and held it in 4 quarters. The position peaked at $1.85M in Q4 2019. 976 funds tracked by Wall St. Rank hold VEU as of Q2 2021.

Fulcrum Equity Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 5,182 Vanguard FTSE All-World ex-US ETF shares in Q2 2021, an estimated $314K.
Fulcrum Equity Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and held it in 4 quarters.
Fulcrum Equity Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.85M in Q4 2019.
976 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.