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Prevail Innovative Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Prevail Innovative 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
2023
Q3 		– Sell
-24,248
Closed -$1.32M – 158
2023
Q2 		$1.32M Buy
+24,248
New +$1.31M 0.72% 48

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Prevail Innovative Wealth Advisors's VEU Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2023, closing a stake of 24,248 shares — an estimated $1.32M sold.

Prevail Innovative Wealth Advisors first reported a position in VEU in Q2 2023 and held it in 1 quarter. The position peaked at $1.32M in Q2 2023. 1,096 funds tracked by Wall St. Rank hold VEU as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 24,248 Vanguard FTSE All-World ex-US ETF shares in Q3 2023, an estimated $1.32M.
  • Prevail Innovative Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $1.32M in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.