Lehman & Derafelo Financial Resources’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-100	Closed	-$4K	–	188
2022 Q3	$4K	Sell	100 -282	-74%	-$14K	﹤0.01%	189
2022 Q2	$19K	Buy	+382	New	+$20.5K	0.01%	154
2020 Q2	–	Sell	-4,250	Closed	-$174K	–	264
2020 Q1	$174K	Hold	4,250	–	–	0.07%	90
2019 Q4	$228K	Hold	4,250	–	–	0.08%	91
2019 Q3	$212K	Sell	4,250 -2,000	-32%	-$99.7K	0.08%	92
2019 Q2	$321K	Hold	6,250	–	–	0.13%	72
2019 Q1	$313K	Hold	6,250	–	–	0.14%	70
2018 Q4	$285K	Buy	+6,250	New	+$300K	0.14%	67

Other funds holding VEU

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VEU Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Lehman & Derafelo Financial Resources first reported a position in VEU in Q4 2018 and held it in 8 quarters. The position peaked at $321K in Q2 2019. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 100 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $4K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's Vanguard FTSE All-World ex-US ETF position peaked at $321K in Q2 2019.
1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.