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

Stonebridge Financial Planning 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
-11,950
Closed -$688K – 126
2022
Q1 		$688K Sell
11,950
-2
-0% -$118 0.39% 58
2021
Q4 		$701K Buy
+11,952
New +$740K 0.37% 58

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Janney Montgomery Scott
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's VEU Position: Q2 2022 in Review

Stonebridge Financial Planning Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2022, closing a stake of 11,950 shares — an estimated $688K sold.

Stonebridge Financial Planning Group first reported a position in VEU in Q4 2021 and held it in 2 quarters. The position peaked at $701K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

  • Stonebridge Financial Planning Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 11,950 Vanguard FTSE All-World ex-US ETF shares in Q2 2022, an estimated $688K.
  • Stonebridge Financial Planning Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's Vanguard FTSE All-World ex-US ETF position peaked at $701K in Q4 2021.
  • 1,047 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2022, filed 1 Aug 2022.