SYM Financial Corp’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

SYM Financial Corp’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
2025 Q1	–	Sell	-32	Closed	-$1.84K	–	384
2024 Q4	$1.84K	Buy	+32	New	+$1.93K	﹤0.01%	322
2020 Q2	–	Sell	-2,087	Closed	-$86K	–	72
2020 Q1	$86K	Buy	2,087 +1,756	+531%	+$86.4K	0.09%	48
2019 Q4	$18K	Buy	+331	New	+$17.2K	0.01%	80
2018 Q1	–	Sell	-8,559	Closed	-$468K	–	78
2017 Q4	$468K	Buy	+8,559	New	+$460K	0.21%	18

Other funds holding VEU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

SYM Financial Corp's VEU Position: Q1 2025 in Review

SYM Financial Corp sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 32 shares — an estimated $1.84K sold.

SYM Financial Corp first reported a position in VEU in Q4 2017 and held it in 4 quarters. The position peaked at $468K in Q4 2017. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

SYM Financial Corp reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
SYM Financial Corp sold 32 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $1.84K.
SYM Financial Corp first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and held it in 4 quarters.
SYM Financial Corp's Vanguard FTSE All-World ex-US ETF position peaked at $468K in Q4 2017.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.