Juncture Wealth Strategies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Juncture Wealth Strategies’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
2018 Q4	–	Sell	-6,803	Closed	-$354K	–	114
2018 Q3	$354K	Sell	6,803 -81,337	-92%	-$4.24M	0.19%	88
2018 Q2	$4.57M	Sell	88,140 -82,494	-48%	-$4.47M	2.45%	12
2018 Q1	$9.28M	Sell	170,634 -1,052	-0.6%	-$58.6K	5.17%	3
2017 Q4	$9.39M	Sell	171,686 -2,417	-1%	-$130K	5.28%	2
2017 Q3	$9.18M	Buy	+174,103	New	+$9.01M	5.15%	3

Other funds holding VEU

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Juncture Wealth Strategies's VEU Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2018, closing a stake of 6,803 shares — an estimated $354K sold.

Juncture Wealth Strategies first reported a position in VEU in Q3 2017 and held it in 5 quarters. The position peaked at $9.39M in Q4 2017. 781 funds tracked by Wall St. Rank hold VEU as of Q4 2018.

Juncture Wealth Strategies reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2018 after selling out during the quarter.
Juncture Wealth Strategies sold 6,803 Vanguard FTSE All-World ex-US ETF shares in Q4 2018, an estimated $354K.
Juncture Wealth Strategies first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2017 and held it in 5 quarters.
Juncture Wealth Strategies's Vanguard FTSE All-World ex-US ETF position peaked at $9.39M in Q4 2017.
781 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.