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

Riverpoint Wealth Management Holdings’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 Q1	–	Sell	-20	Closed	-$1.01K	–	115
2022 Q4	$1.01K	Buy	+20	New	+$970	﹤0.01%	116
2021 Q4	–	Sell	-9,200	Closed	-$561K	–	59
2021 Q3	$561K	Hold	9,200	–	–	0.2%	33
2021 Q2	$583K	Hold	9,200	–	–	0.16%	52
2021 Q1	$558K	Hold	9,200	–	–	0.17%	50
2020 Q4	$537K	Hold	9,200	–	–	0.17%	51
2020 Q3	$464K	Hold	9,200	–	–	0.17%	53
2020 Q2	$438K	Buy	9,200 +49	+0.5%	+$2.19K	0.17%	48
2020 Q1	$375K	Buy	9,151 +27	+0.3%	+$1.33K	0.18%	47
2019 Q4	$490K	Buy	9,124 +97	+1%	+$5.04K	0.19%	45
2019 Q3	$450K	Buy	9,027 +59	+0.7%	+$2.94K	0.2%	38
2019 Q2	$457K	Buy	8,968 +118	+1%	+$5.95K	0.21%	38
2019 Q1	$444K	Buy	8,850 +32	+0.4%	+$1.57K	0.21%	36
2018 Q4	$402K	Buy	+8,818	New	+$424K	0.22%	38

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VEU Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2023, closing a stake of 20 shares — an estimated $1.01K sold.

Riverpoint Wealth Management Holdings first reported a position in VEU in Q4 2018 and held it in 13 quarters. The position peaked at $583K in Q2 2021. 1,079 funds tracked by Wall St. Rank hold VEU as of Q1 2023.

Riverpoint Wealth Management Holdings reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2023 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 20 Vanguard FTSE All-World ex-US ETF shares in Q1 2023, an estimated $1.01K.
Riverpoint Wealth Management Holdings first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and held it in 13 quarters.
Riverpoint Wealth Management Holdings's Vanguard FTSE All-World ex-US ETF position peaked at $583K in Q2 2021.
1,079 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.