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

Lee Financial’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
2022 Q2	–	Sell	-165	Closed	-$10K	–	1007
2022 Q1	$10K	Hold	165	–	–	﹤0.01%	441
2021 Q4	$10K	Sell	165 -22	-12%	-$1.36K	﹤0.01%	505
2021 Q3	$11K	Hold	187	–	–	﹤0.01%	416
2021 Q2	$12K	Hold	187	–	–	﹤0.01%	387
2021 Q1	$11K	Hold	187	–	–	﹤0.01%	381
2020 Q4	$11K	Hold	187	–	–	﹤0.01%	370
2020 Q3	$9K	Buy	+187	New	+$9.49K	﹤0.01%	415
2017 Q4	–	Sell	-320	Closed	-$17K	–	506
2017 Q3	$17K	Hold	320	–	–	0.01%	256
2017 Q2	$16K	Buy	320 +20	+7%	+$990	0.01%	266
2017 Q1	$14K	Hold	300	–	–	0.01%	240
2016 Q4	$13K	Buy	+300	New	+$13.3K	0.01%	259

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

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

Lee Financial's VEU Position: Q2 2022 in Review

Lee Financial sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2022, closing a stake of 165 shares — an estimated $10K sold.

Lee Financial first reported a position in VEU in Q4 2016 and held it in 11 quarters. The position peaked at $17K in Q3 2017. 1,046 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

Lee Financial reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2022 after selling out during the quarter.
Lee Financial sold 165 Vanguard FTSE All-World ex-US ETF shares in Q2 2022, an estimated $10K.
Lee Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and held it in 11 quarters.
Lee Financial's Vanguard FTSE All-World ex-US ETF position peaked at $17K in Q3 2017.
1,046 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.