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

Selective Wealth Management’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 Q4	–	Sell	-1,945	Closed	-$86K	–	697
2022 Q3	$86K	Sell	1,945 -1,060	-35%	-$52.5K	0.04%	228
2022 Q2	$150K	Sell	3,005 -825	-22%	-$44.2K	0.05%	174
2022 Q1	$221K	Hold	3,830	–	–	0.08%	122
2021 Q4	$235K	Sell	3,830 -249	-6%	-$15.4K	0.1%	109
2021 Q3	$249K	Buy	4,079 +956	+31%	+$60.1K	0.13%	85
2021 Q2	$198K	Buy	+3,123	New	+$198K	0.16%	69

Other funds holding VEU

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Selective Wealth Management's VEU Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2022, closing a stake of 1,945 shares — an estimated $86K sold.

Selective Wealth Management first reported a position in VEU in Q2 2021 and held it in 6 quarters. The position peaked at $249K in Q3 2021. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,945 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $86K.
Selective Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $249K in Q3 2021.
1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.