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Lloyd Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lloyd Advisory 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
2020
Q3 		– Sell
-125
Closed -$6K – 392
2020
Q2 		$6K Hold
125
– – ﹤0.01% 206
2020
Q1 		$5K Sell
125
-11
-8% -$541 ﹤0.01% 181
2019
Q4 		$7K Buy
+136
New +$7.06K 0.01% 235

Other funds holding VEU

Jones Financial Companies
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Lloyd Advisory Services's VEU Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2020, closing a stake of 125 shares — an estimated $6K sold.

Lloyd Advisory Services first reported a position in VEU in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 819 funds tracked by Wall St. Rank hold VEU as of Q3 2020.

  • Lloyd Advisory Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 125 Vanguard FTSE All-World ex-US ETF shares in Q3 2020, an estimated $6K.
  • Lloyd Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and held it in 3 quarters.
  • Lloyd Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $7K in Q4 2019.
  • 819 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.