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

Pinnacle Wealth Management Group’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 Q3	–	Sell	-41,084	Closed	-$2.05M	–	120
2022 Q2	$2.05M	Buy	41,084 +1,438	+4%	+$77K	1.72%	16
2022 Q1	$2.28M	Sell	39,646 -1,103	-3%	-$64.9K	1.72%	15
2021 Q4	$2.5M	Sell	40,749 -2,512	-6%	-$155K	1.85%	14
2021 Q3	$2.64M	Buy	43,261 +2,684	+7%	+$169K	1.98%	15
2021 Q2	$2.57M	Buy	+40,577	New	+$2.57M	1.88%	15

Other funds holding VEU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Pinnacle Wealth Management Group's VEU Position: Q3 2022 in Review

Pinnacle Wealth Management Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 41,084 shares — an estimated $2.05M sold.

Pinnacle Wealth Management Group first reported a position in VEU in Q2 2021 and held it in 5 quarters. The position peaked at $2.64M in Q3 2021. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

Pinnacle Wealth Management Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 41,084 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $2.05M.
Pinnacle Wealth Management Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2021 and held it in 5 quarters.
Pinnacle Wealth Management Group's Vanguard FTSE All-World ex-US ETF position peaked at $2.64M in Q3 2021.
973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2022, filed 7 Oct 2022.