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Napa Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Napa Wealth Management’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
2024
Q1 		– Sell
-7,399
Closed -$415K – 116
2023
Q4 		$415K Buy
+7,399
New +$392K 0.23% 72

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Northern Trust
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Bank of America
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Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Napa Wealth Management's VEU Position: Q1 2024 in Review

Napa Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2024, closing a stake of 7,399 shares — an estimated $415K sold.

Napa Wealth Management first reported a position in VEU in Q4 2023 and held it in 1 quarter. The position peaked at $415K in Q4 2023. 1,186 funds tracked by Wall St. Rank hold VEU as of Q1 2024.

  • Napa Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Napa Wealth Management sold 7,399 Vanguard FTSE All-World ex-US ETF shares in Q1 2024, an estimated $415K.
  • Napa Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 1 quarter.
  • Napa Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $415K in Q4 2023.
  • 1,186 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.