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

Integer Wealth Advisors Group’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 Q1	$788K	Sell	12,717 -4,084	-24%	-$248K	0.43%	37
2020 Q4	$1.01M	Buy	16,801 +2,323	+16%	+$127K	0.66%	34
2020 Q3	$730K	Buy	14,478 +1,173	+9%	+$59.5K	0.67%	32
2020 Q2	$655K	Buy	13,305 +219	+2%	+$9.81K	0.67%	31
2020 Q1	$576K	Buy	13,086 +33	+0.3%	+$1.62K	0.65%	30
2019 Q4	$693K	Buy	+13,053	New	+$678K	0.69%	32

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Integer Wealth Advisors Group's VEU Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 24% in Q1 2021, selling an estimated $248K and leaving 12,717 shares worth $788K. The position accounts for 0.43% of the portfolio, ranked #37.

Integer Wealth Advisors Group first reported a position in VEU in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2020. 949 funds tracked by Wall St. Rank hold VEU as of Q1 2021.

Integer Wealth Advisors Group held 12,717 shares of Vanguard FTSE All-World ex-US ETF worth $788K as of Q1 2021.
Integer Wealth Advisors Group sold 4,084 Vanguard FTSE All-World ex-US ETF shares in Q1 2021, an estimated $248K.
Vanguard FTSE All-World ex-US ETF made up 0.43% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #37 holding.
Integer Wealth Advisors Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's Vanguard FTSE All-World ex-US ETF position peaked at $1.01M in Q4 2020.
949 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.