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

Mosaic Financial 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
2018 Q2	$201K	Buy	3,874 +81	+2%	+$4.39K	0.13%	48
2018 Q1	$206K	Hold	3,793	–	–	0.12%	49
2017 Q4	$207K	Buy	+3,793	New	+$204K	0.12%	49
2015 Q3	–	Sell	-4,222	Closed	-$205K	–	51
2015 Q2	$205K	Sell	4,222 -679	-14%	-$34.4K	0.14%	48
2015 Q1	$239K	Hold	4,901	–	–	0.16%	46
2014 Q4	$229K	Hold	4,901	–	–	0.16%	46
2014 Q3	$241K	Sell	4,901 -51	-1%	-$2.64K	0.17%	44
2014 Q2	$259K	Sell	4,952 -910	-16%	-$46.9K	0.18%	44
2014 Q1	$295K	Buy	5,862 +274	+5%	+$13.6K	0.21%	42
2013 Q4	$283K	Buy	5,588 +1	+0%	+$50	0.21%	42
2013 Q3	$271K	Sell	5,587 -1	-0%	-$47	0.21%	40
2013 Q2	$247K	Buy	+5,588	New	+$261K	0.19%	42

Other funds holding VEU

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Mosaic Financial Partners's VEU Position: Q2 2018 in Review

Mosaic Financial Partners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.1% in Q2 2018, buying an estimated $4.39K and bringing the position to 3,874 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #48.

Mosaic Financial Partners first reported a position in VEU in Q2 2013 and has held it in 12 quarters since. The position peaked at $295K in Q1 2014. 752 funds tracked by Wall St. Rank hold VEU as of Q2 2018.

Mosaic Financial Partners held 3,874 shares of Vanguard FTSE All-World ex-US ETF worth $201K as of Q2 2018.
Mosaic Financial Partners bought 81 Vanguard FTSE All-World ex-US ETF shares in Q2 2018, an estimated $4.39K.
Vanguard FTSE All-World ex-US ETF made up 0.13% of Mosaic Financial Partners's portfolio in Q2 2018, its #48 holding.
Mosaic Financial Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 12 quarters since.
Mosaic Financial Partners's Vanguard FTSE All-World ex-US ETF position peaked at $295K in Q1 2014.
752 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.