Impact Partnership Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Impact Partnership Wealth’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 Q1	–	Sell	-1,500	Closed	-$84.2K	–	869
2023 Q4	$84.2K	Buy	1,500 +1,344	+862%	+$71.2K	0.03%	273
2023 Q3	$8.09K	Buy	156 +11	+8%	+$595	﹤0.01%	624
2023 Q2	$7.89K	Buy	+145	New	+$7.86K	﹤0.01%	442

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Impact Partnership Wealth's VEU Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2024, closing a stake of 1,500 shares — an estimated $84.2K sold.

Impact Partnership Wealth first reported a position in VEU in Q2 2023 and held it in 3 quarters. The position peaked at $84.2K in Q4 2023. 1,186 funds tracked by Wall St. Rank hold VEU as of Q1 2024.

Impact Partnership Wealth reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 1,500 Vanguard FTSE All-World ex-US ETF shares in Q1 2024, an estimated $84.2K.
Impact Partnership Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2023 and held it in 3 quarters.
Impact Partnership Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $84.2K in Q4 2023.
1,186 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.