New England Guild Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

New England Guild Wealth Advisors’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 Q4	$1.14M	Buy	22,693 +2,625	+13%	+$127K	0.6%	33
2022 Q3	$890K	Buy	20,068 +125	+0.6%	+$6.19K	0.54%	35
2022 Q2	$996K	Sell	19,943 -93	-0.5%	-$4.98K	0.61%	36
2022 Q1	$1.15M	Hold	20,036	–	–	0.61%	35
2021 Q4	$1.23M	Buy	20,036 +93	+0.5%	+$5.75K	0.61%	37
2021 Q3	$1.22M	Hold	19,943	–	–	0.64%	34
2021 Q2	$1.26M	Buy	19,943 +22	+0.1%	+$1.39K	0.69%	35
2021 Q1	$1.21M	Sell	19,921 -183	-0.9%	-$11.1K	0.68%	34
2020 Q4	$1.17M	Buy	20,104 +1,015	+5%	+$55.3K	0.7%	34
2020 Q3	$963K	Hold	19,089	–	–	0.67%	32
2020 Q2	$909K	Sell	19,089 -791	-4%	-$35.4K	0.67%	31
2020 Q1	$815K	Buy	19,880 +10,334	+108%	+$508K	0.73%	30
2019 Q4	$513K	Buy	9,546 +414	+5%	+$21.5K	0.37%	37
2019 Q3	$456K	Hold	9,132	–	–	0.33%	38
2019 Q2	$466K	Hold	9,132	–	–	0.35%	36
2019 Q1	$458K	Sell	9,132 -84	-0.9%	-$4.11K	0.35%	35
2018 Q4	$420K	Buy	9,216 +4,505	+96%	+$216K	0.35%	34
2018 Q3	$245K	Sell	4,711 -3,195	-40%	-$167K	0.22%	51
2018 Q2	$410K	Hold	7,906	–	–	0.37%	31
2018 Q1	$430K	Hold	7,906	–	–	0.41%	29
2017 Q4	$433K	Buy	+7,906	New	+$425K	0.41%	30

Other funds holding VEU

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

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

New England Guild Wealth Advisors's VEU Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 13% in Q4 2022, buying an estimated $127K and bringing the position to 22,693 shares worth $1.14M. The position accounts for 0.6% of the portfolio, ranked #33.

New England Guild Wealth Advisors first reported a position in VEU in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.26M in Q2 2021. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

New England Guild Wealth Advisors held 22,693 shares of Vanguard FTSE All-World ex-US ETF worth $1.14M as of Q4 2022.
New England Guild Wealth Advisors bought 2,625 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $127K.
Vanguard FTSE All-World ex-US ETF made up 0.6% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #33 holding.
New England Guild Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $1.26M in Q2 2021.
1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.