Great Point Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Great Point Wealth Advisors’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	–	Sell	-5,075	Closed	-$254K	–	67
2022 Q2	$254K	Hold	5,075	–	–	0.09%	60
2022 Q1	$292K	Sell	5,075 -400	-7%	-$23.5K	0.09%	52
2021 Q4	$336K	Hold	5,475	–	–	0.1%	50
2021 Q3	$334K	Hold	5,475	–	–	0.11%	43
2021 Q2	$347K	Hold	5,475	–	–	0.12%	42
2021 Q1	$332K	Sell	5,475 -3,328	-38%	-$202K	0.13%	40
2020 Q4	$513K	Buy	+8,803	New	+$480K	0.22%	34

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

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

Great Point Wealth Advisors's VEU Position: Q3 2022 in Review

Great Point Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 5,075 shares — an estimated $254K sold.

Great Point Wealth Advisors first reported a position in VEU in Q4 2020 and held it in 7 quarters. The position peaked at $513K in Q4 2020. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

Great Point Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
Great Point Wealth Advisors sold 5,075 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $254K.
Great Point Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and held it in 7 quarters.
Great Point Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $513K in Q4 2020.
973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Great Point Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.