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Lumature Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lumature Wealth Partners’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
2021
Q4 		– Sell
-498
Closed -$30K – 413
2021
Q3 		$30K Buy
+498
New +$31.3K 0.01% 259

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Northern Trust
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Sanders Capital
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lumature Wealth Partners's VEU Position: Q4 2021 in Review

Lumature Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2021, closing a stake of 498 shares — an estimated $30K sold.

Lumature Wealth Partners first reported a position in VEU in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 1,091 funds tracked by Wall St. Rank hold VEU as of Q4 2021.

  • Lumature Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 498 Vanguard FTSE All-World ex-US ETF shares in Q4 2021, an estimated $30K.
  • Lumature Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $30K in Q3 2021.
  • 1,091 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2021.

Based on Lumature Wealth Partners's 13F filing for Q4 2021, filed 10 Feb 2022.