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Planning Capital Management Corporation’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-1,176
Closed -$69K – 910
2024
Q2 		$69K Buy
1,176
+9
+0.8% +$528 0.05% 170
2024
Q1 		$68.4K Sell
1,167
-816
-41% -$46.1K 0.05% 168
2023
Q4 		$111K Buy
+1,983
New +$105K 0.09% 126

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Envestnet Asset Management
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FMWA
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RJA
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Janney Montgomery Scott
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Planning Capital Management Corporation's VEU Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 1,176 shares — an estimated $69K sold.

Planning Capital Management Corporation first reported a position in VEU in Q4 2023 and held it in 3 quarters. The position peaked at $111K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 1,176 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $69K.
  • Planning Capital Management Corporation first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Vanguard FTSE All-World ex-US ETF position peaked at $111K in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.