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Marshall Financial Group (Maryland)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Marshall Financial Group (Maryland)’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
-13,960
Closed -$804K – 215
2022
Q1 		$804K Sell
13,960
-520
-4% -$30.6K 0.33% 111
2021
Q4 		$887K Buy
+14,480
New +$896K 0.33% 116

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Envestnet Asset Management
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Janney Montgomery Scott
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RJA
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UBS Group
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Marshall Financial Group (Maryland)'s VEU Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2022, closing a stake of 13,960 shares — an estimated $804K sold.

Marshall Financial Group (Maryland) first reported a position in VEU in Q4 2021 and held it in 2 quarters. The position peaked at $887K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 13,960 Vanguard FTSE All-World ex-US ETF shares in Q2 2022, an estimated $804K.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Vanguard FTSE All-World ex-US ETF position peaked at $887K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.