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

Laidlaw 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 Q1	–	Sell	-4,189	Closed	-$235K	–	243
2023 Q4	$235K	Buy	4,189 +6	+0.1%	+$318	0.09%	215
2023 Q3	$217K	Sell	4,183 -375	-8%	-$20.3K	0.07%	251
2023 Q2	$248K	Sell	4,558 -1,326	-23%	-$71.9K	0.05%	294
2023 Q1	$315K	Sell	5,884 -481	-8%	-$25.5K	0.06%	257
2022 Q4	$319K	Sell	6,365 -474	-7%	-$23K	0.07%	258
2022 Q3	$303K	Sell	6,839 -99	-1%	-$4.9K	0.07%	234
2022 Q2	$347K	Buy	6,938 +109	+2%	+$5.84K	0.07%	241
2022 Q1	$393K	Sell	6,829 -244	-3%	-$14.4K	0.07%	257
2021 Q4	$433K	Buy	+7,073	New	+$438K	0.07%	247
2021 Q1	–	Sell	-7,176	Closed	-$419K	–	360
2020 Q4	$419K	Buy	7,176 +1,319	+23%	+$71.9K	0.09%	215
2020 Q3	$295K	Buy	5,857 +183	+3%	+$9.28K	0.13%	155
2020 Q2	$270K	Buy	+5,674	New	+$254K	0.14%	140
2020 Q1	–	Sell	-6,742	Closed	-$362K	–	176
2019 Q4	$362K	Buy	+6,742	New	+$350K	0.23%	113

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

Laidlaw Wealth Management's VEU Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2024, closing a stake of 4,189 shares — an estimated $235K sold.

Laidlaw Wealth Management first reported a position in VEU in Q4 2019 and held it in 13 quarters. The position peaked at $433K in Q4 2021. 1,186 funds tracked by Wall St. Rank hold VEU as of Q1 2024.

Laidlaw Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 4,189 Vanguard FTSE All-World ex-US ETF shares in Q1 2024, an estimated $235K.
Laidlaw Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and held it in 13 quarters.
Laidlaw Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $433K in Q4 2021.
1,186 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.