Perfromance Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Perfromance Wealth 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
2024 Q1	–	Sell	-77,245	Closed	-$4.34M	–	184
2023 Q4	$4.34M	Buy	77,245 +856	+1%	+$45.4K	0.19%	41
2023 Q3	$3.96M	Buy	76,389 +12,942	+20%	+$700K	0.19%	43
2023 Q2	$3.43M	Buy	63,447 +15,446	+32%	+$837K	0.16%	48
2023 Q1	$2.57M	Buy	48,001 +32,549	+211%	+$1.72M	0.13%	53
2022 Q4	$775K	Buy	+15,452	New	+$750K	0.05%	81

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Perfromance Wealth Partners's VEU Position: Q1 2024 in Review

Perfromance Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2024, closing a stake of 77,245 shares — an estimated $4.34M sold.

Perfromance Wealth Partners first reported a position in VEU in Q4 2022 and held it in 5 quarters. The position peaked at $4.34M in Q4 2023. 1,186 funds tracked by Wall St. Rank hold VEU as of Q1 2024.

Perfromance Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 77,245 Vanguard FTSE All-World ex-US ETF shares in Q1 2024, an estimated $4.34M.
Perfromance Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2022 and held it in 5 quarters.
Perfromance Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $4.34M 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 Perfromance Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.