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

IBEX 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
2021
Q4 		– Sell
-70
Closed -$4K – 416
2021
Q3 		$4K Buy
+70
New +$4.4K ﹤0.01% 414

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IBEX Wealth Advisors's VEU Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2021, closing a stake of 70 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in VEU in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 1,091 funds tracked by Wall St. Rank hold VEU as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 70 Vanguard FTSE All-World ex-US ETF shares in Q4 2021, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $4K in Q3 2021.
  • 1,091 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.