Halpern Financial’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Halpern Financial’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 Q3	$40.9K	Hold	648	–	–	0.01%	100
2024 Q2	$38K	Hold	648	–	–	0.01%	100
2024 Q1	$37.9K	Hold	648	–	–	0.01%	103
2023 Q4	$35.7K	Hold	648	–	–	0.01%	107
2023 Q3	$33.6K	Hold	648	–	–	0.01%	100
2023 Q2	$35.3K	Hold	648	–	–	0.01%	92
2023 Q1	$34.6K	Hold	648	–	–	0.01%	92
2022 Q4	$32.5K	Hold	648	–	–	0.01%	95
2022 Q3	$28.7K	Buy	648 +300	+86%	+$14.8K	0.01%	96
2022 Q2	$17.4K	Hold	348	–	–	0.01%	131
2022 Q1	$20K	Hold	348	–	–	0.01%	142
2021 Q4	$21.3K	Hold	348	–	–	0.01%	138
2021 Q3	$21.2K	Hold	348	–	–	0.01%	109
2021 Q2	$22.1K	Hold	348	–	–	0.01%	94
2021 Q1	$21.1K	Hold	348	–	–	0.01%	95
2020 Q4	$20.3K	Hold	348	–	–	0.01%	80
2020 Q3	$17.6K	Buy	+348	New	+$17.7K	0.01%	85

Other funds holding VEU

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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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

Halpern Financial's VEU Position: Q3 2024 in Review

Halpern Financial held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q3 2024 at 648 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #100.

Halpern Financial first reported a position in VEU in Q3 2020 and has held it in 17 quarters since. 1,236 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Halpern Financial held 648 shares of Vanguard FTSE All-World ex-US ETF worth $40.9K as of Q3 2024.
Halpern Financial left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q3 2024.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #100 holding.
Halpern Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2020 and has held it in 17 quarters since.
1,236 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.