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Transform Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Transform Wealth’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
2024
Q4 		– Sell
-5,393
Closed -$340K – 276
2024
Q3 		$340K Buy
5,393
+2
+0% +$120 0.02% 174
2024
Q2 		$316K Buy
5,391
+5
+0.1% +$293 0.02% 176
2024
Q1 		$316K Buy
5,386
+2
+0% +$113 0.03% 179
2023
Q4 		$302K Buy
5,384
+9
+0.2% +$477 0.03% 205
2023
Q3 		$279K Sell
5,375
-4,279
-44% -$232K 0.03% 208
2023
Q2 		$525K Buy
9,654
+12
+0.1% +$650 0.05% 175
2023
Q1 		$516K Buy
+9,642
New +$511K 0.05% 169
2021
Q3 		– Sell
-32,938
Closed -$2.09M – 237
2021
Q2 		$2.09M Sell
32,938
-1,103
-3% -$69.8K 0.26% 90
2021
Q1 		$2.07M Sell
34,041
-2,176
-6% -$132K 0.41% 73
2020
Q4 		$2.11M Buy
+36,217
New +$1.97M 0.44% 70
2020
Q1 		– Sell
-53,461
Closed -$2.87M – 237
2019
Q4 		$2.87M Sell
53,461
-636
-1% -$33K 0.46% 74
2019
Q3 		$2.7M Buy
+54,097
New +$2.7M 0.48% 72

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's VEU Position: Q4 2024 in Review

Transform Wealth sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2024, closing a stake of 5,393 shares — an estimated $340K sold.

Transform Wealth first reported a position in VEU in Q3 2019 and held it in 12 quarters. The position peaked at $2.87M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Transform Wealth reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Transform Wealth sold 5,393 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $340K.
  • Transform Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2019 and held it in 12 quarters.
  • Transform Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $2.87M in Q4 2019.
  • 1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.