Sound Financial Strategies Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Sound Financial Strategies Group’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 Q2	–	Sell	-4,554	Closed	-$262K	–	70
2022 Q1	$262K	Sell	4,554 -3,101	-41%	-$182K	0.14%	53
2021 Q4	$469K	Sell	7,655 -563	-7%	-$34.8K	0.23%	75
2021 Q3	$501K	Sell	8,218 -4,470	-35%	-$281K	0.25%	73
2021 Q2	$804K	Buy	+12,688	New	+$803K	0.4%	23

Other funds holding VEU

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Sound Financial Strategies Group's VEU Position: Q2 2022 in Review

Sound Financial Strategies Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2022, closing a stake of 4,554 shares — an estimated $262K sold.

Sound Financial Strategies Group first reported a position in VEU in Q2 2021 and held it in 4 quarters. The position peaked at $804K in Q2 2021. 1,046 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

Sound Financial Strategies Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2022 after selling out during the quarter.
Sound Financial Strategies Group sold 4,554 Vanguard FTSE All-World ex-US ETF shares in Q2 2022, an estimated $262K.
Sound Financial Strategies Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2021 and held it in 4 quarters.
Sound Financial Strategies Group's Vanguard FTSE All-World ex-US ETF position peaked at $804K in Q2 2021.
1,046 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Sound Financial Strategies Group's 13F filing for Q2 2022, filed 25 Jul 2022.