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Jamison Private Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-1,275
Closed -$80.3K – 463
2024
Q3 		$80.3K Buy
1,275
+5
+0.4% +$301 0.01% 232
2024
Q2 		$74.5K Buy
1,270
+10
+0.8% +$587 0.01% 231
2024
Q1 		$73.9K Buy
1,260
+4
+0.3% +$226 0.01% 236
2023
Q4 		$70.5K Buy
1,256
+19
+2% +$1.01K 0.01% 220
2023
Q3 		$64.2K Buy
+1,237
New +$66.9K 0.01% 217

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jamison Private Wealth Management's VEU Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2024, closing a stake of 1,275 shares — an estimated $80.3K sold.

Jamison Private Wealth Management first reported a position in VEU in Q3 2023 and held it in 5 quarters. The position peaked at $80.3K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,275 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $80.3K.
  • Jamison Private Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $80.3K in Q3 2024.
  • 1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.