Kelly Financial Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Kelly Financial Services’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	-6	Closed	-$328	–	827
2023 Q4	$328	Sell	6 -323	-98%	-$17.1K	﹤0.01%	726
2023 Q3	$17.1K	Buy	329 +2	+0.6%	+$108	0.01%	302
2023 Q2	$17.8K	Buy	327 +4	+1%	+$217	0.01%	294
2023 Q1	$17.3K	Sell	323 -31	-9%	-$1.64K	0.01%	289
2022 Q4	$17.7K	Buy	354 +4	+1%	+$194	0.01%	276
2022 Q3	$15.5K	Buy	350 +319	+1,029%	+$15.8K	0.01%	279
2022 Q2	$1.55K	Hold	31	–	–	﹤0.01%	528
2022 Q1	$1.78K	Hold	31	–	–	﹤0.01%	527
2021 Q4	$1.9K	Hold	31	–	–	﹤0.01%	543
2021 Q3	$1.89K	Sell	31 -1,934	-98%	-$122K	﹤0.01%	520
2021 Q2	$31K	Buy	1,965 +1,934	+6,239%	+$122K	﹤0.01%	510
2021 Q1	$1.88K	Hold	31	–	–	﹤0.01%	505
2020 Q4	$1.81K	Hold	31	–	–	﹤0.01%	472
2020 Q3	$1.56K	Hold	31	–	–	﹤0.01%	454
2020 Q2	$1.48K	Hold	31	–	–	﹤0.01%	467
2020 Q1	$1.27K	Hold	31	–	–	﹤0.01%	433
2019 Q4	$1.67K	Hold	31	–	–	﹤0.01%	431
2019 Q3	$1.55K	Hold	31	–	–	﹤0.01%	424
2019 Q2	$1.58K	Hold	31	–	–	﹤0.01%	397
2019 Q1	$1.55K	Buy	+31	New	+$1.52K	﹤0.01%	395

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

Kelly Financial Services's VEU Position: Q1 2024 in Review

Kelly Financial Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2024, closing a stake of 6 shares — an estimated $328 sold.

Kelly Financial Services first reported a position in VEU in Q1 2019 and held it in 20 quarters. The position peaked at $31K in Q2 2021. 1,186 funds tracked by Wall St. Rank hold VEU as of Q1 2024.

Kelly Financial Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2024 after selling out during the quarter.
Kelly Financial Services sold 6 Vanguard FTSE All-World ex-US ETF shares in Q1 2024, an estimated $328.
Kelly Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2019 and held it in 20 quarters.
Kelly Financial Services's Vanguard FTSE All-World ex-US ETF position peaked at $31K in Q2 2021.
1,186 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.