MPS Loria Financial Planners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-1,152	Closed	-$69K	–	543
2021 Q1	$69K	Sell	1,152 -1	-0.1%	-$61	0.03%	141
2020 Q4	$68K	Buy	1,153 +540	+88%	+$29.4K	0.03%	143
2020 Q3	$31K	Hold	613	–	–	0.02%	173
2020 Q2	$29K	Buy	+613	New	+$27.5K	0.02%	175
2017 Q3	–	Sell	-680	Closed	-$35K	–	325
2017 Q2	$35K	Buy	+680	New	+$33.6K	0.02%	184

Other funds holding VEU

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

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

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

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

MPS Loria Financial Planners's VEU Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2021, closing a stake of 1,152 shares — an estimated $69K sold.

MPS Loria Financial Planners first reported a position in VEU in Q2 2017 and held it in 5 quarters. The position peaked at $69K in Q1 2021. 976 funds tracked by Wall St. Rank hold VEU as of Q2 2021.

MPS Loria Financial Planners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 1,152 Vanguard FTSE All-World ex-US ETF shares in Q2 2021, an estimated $69K.
MPS Loria Financial Planners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Vanguard FTSE All-World ex-US ETF position peaked at $69K in Q1 2021.
976 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.