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

Sound View 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
2019 Q1	$962K	Sell	19,177 -4,227	-18%	-$207K	0.3%	89
2018 Q4	$1.07M	Buy	+23,404	New	+$1.12M	0.39%	74

Other funds holding VEU

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Sound View Wealth Advisors's VEU Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 18% in Q1 2019, selling an estimated $207K and leaving 19,177 shares worth $962K. The position accounts for 0.3% of the portfolio, ranked #89.

Sound View Wealth Advisors first reported a position in VEU in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2018. 778 funds tracked by Wall St. Rank hold VEU as of Q1 2019.

Sound View Wealth Advisors held 19,177 shares of Vanguard FTSE All-World ex-US ETF worth $962K as of Q1 2019.
Sound View Wealth Advisors sold 4,227 Vanguard FTSE All-World ex-US ETF shares in Q1 2019, an estimated $207K.
Vanguard FTSE All-World ex-US ETF made up 0.3% of Sound View Wealth Advisors's portfolio in Q1 2019, its #89 holding.
Sound View Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 2 quarters since.
Sound View Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $1.07M in Q4 2018.
778 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.