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

Tower View Wealth 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
2022 Q2	–	Sell	-400	Closed	-$23K	–	199
2022 Q1	$23K	Hold	400	–	–	0.01%	122
2021 Q4	$25K	Buy	+400	New	+$24.8K	0.01%	121
2019 Q3	–	Sell	-430	Closed	-$22K	–	143
2019 Q2	$22K	Buy	430 +5	+1%	+$252	0.02%	97
2019 Q1	$21K	Buy	425 +1	+0.2%	+$49	0.02%	98
2018 Q4	$19K	Sell	424 -26,451	-98%	-$1.27M	0.02%	102
2018 Q3	$1.4M	Sell	26,875 -1,219	-4%	-$63.5K	1.22%	41
2018 Q2	$1.46M	Buy	28,094 +344	+1%	+$18.6K	1.37%	37
2018 Q1	$1.51M	Sell	27,750 -417	-1%	-$23.2K	1.51%	32
2017 Q4	$1.54M	Buy	+28,167	New	+$1.52M	1.42%	32

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

Tower View Wealth Management's VEU Position: Q2 2022 in Review

Tower View Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2022, closing a stake of 400 shares — an estimated $23K sold.

Tower View Wealth Management first reported a position in VEU in Q4 2017 and held it in 9 quarters. The position peaked at $1.54M in Q4 2017. 1,046 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

Tower View Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 400 Vanguard FTSE All-World ex-US ETF shares in Q2 2022, an estimated $23K.
Tower View Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and held it in 9 quarters.
Tower View Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.54M in Q4 2017.
1,046 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.