Sonora Investment Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Sonora Investment 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
2021 Q3	$11K	Buy	+175	New	+$11K	﹤0.01%	764
2019 Q4	–	Sell	-279	Closed	-$14K	–	1735
2019 Q3	$14K	Hold	279	–	–	﹤0.01%	1025
2019 Q2	$14K	Hold	279	–	–	﹤0.01%	1016
2019 Q1	$14K	Hold	279	–	–	﹤0.01%	916
2018 Q4	$13K	Hold	279	–	–	﹤0.01%	768
2018 Q3	$15K	Hold	279	–	–	﹤0.01%	739
2018 Q2	$14K	Hold	279	–	–	﹤0.01%	707
2018 Q1	$15.2K	Hold	279	–	–	﹤0.01%	664
2017 Q4	$15.3K	Hold	279	–	–	﹤0.01%	675
2017 Q3	$14.7K	Hold	279	–	–	﹤0.01%	609
2017 Q2	$14K	Buy	+279	New	+$13.8K	﹤0.01%	615
2016 Q2	–	Sell	-145	Closed	-$6.45K	–	930
2016 Q1	$6.45K	Buy	+145	New	+$5.94K	﹤0.01%	697

Other funds holding VEU

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sonora Investment Management's VEU Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2021: 175 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in VEU as recently as Q3 2019.

Sonora Investment Management first reported a position in VEU in Q1 2016 and has held it in 12 quarters since. The position peaked at $15.3K in Q4 2017. 959 funds tracked by Wall St. Rank hold VEU as of Q3 2021.

Sonora Investment Management held 175 shares of Vanguard FTSE All-World ex-US ETF worth $11K as of Q3 2021.
Vanguard FTSE All-World ex-US ETF was a new Sonora Investment Management position in Q3 2021.
Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #764 holding.
Sonora Investment Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2016 and has held it in 12 quarters since.
Sonora Investment Management's Vanguard FTSE All-World ex-US ETF position peaked at $15.3K in Q4 2017.
959 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.