Traverso Chambers Private Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Traverso Chambers Private 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
2023 Q4	$5.91M	Buy	105,210 +3,184	+3%	+$169K	1.43%	22
2023 Q3	$5.29M	Buy	102,026 +3,513	+4%	+$190K	1.42%	21
2023 Q2	$5.36M	Sell	98,513 -2,042	-2%	-$111K	1.41%	22
2023 Q1	$5.38M	Buy	100,555 +418	+0.4%	+$22.1K	1.47%	21
2022 Q4	$5.02M	Buy	100,137 +527	+0.5%	+$25.6K	1.44%	20
2022 Q3	$4.42M	Buy	99,610 +2,409	+2%	+$119K	1.35%	23
2022 Q2	$4.86M	Buy	97,201 +6,356	+7%	+$340K	1.62%	18
2022 Q1	$5.23M	Buy	90,845 +3,152	+4%	+$185K	1.56%	19
2021 Q4	$5.37M	Buy	87,693 +3,134	+4%	+$194K	1.59%	17
2021 Q3	$5.16M	Buy	84,559 +2,425	+3%	+$153K	1.61%	18
2021 Q2	$5.21M	Buy	82,134 +3,491	+4%	+$221K	1.64%	17
2021 Q1	$4.77M	Buy	78,643 +1,235	+2%	+$75.1K	1.61%	16
2020 Q4	$4.52M	Buy	77,408 +666	+0.9%	+$36.3K	1.62%	17
2020 Q3	$3.87M	Sell	76,742 -1,340	-2%	-$68K	1.5%	17
2020 Q2	$3.72M	Buy	78,082 +13,203	+20%	+$591K	1.56%	16
2020 Q1	$2.66M	Buy	+64,879	New	+$3.19M	1.25%	18

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Goldman Sachs New York $871B AUM 31.28% 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

Traverso Chambers Private Wealth Management's VEU Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 3.1% in Q4 2023, buying an estimated $169K and bringing the position to 105,210 shares worth $5.91M. The position accounts for 1.43% of the portfolio, ranked #22.

Traverso Chambers Private Wealth Management first reported a position in VEU in Q1 2020 and has held it in 16 quarters since. 1,190 funds tracked by Wall St. Rank hold VEU as of Q4 2023.

Traverso Chambers Private Wealth Management held 105,210 shares of Vanguard FTSE All-World ex-US ETF worth $5.91M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 3,184 Vanguard FTSE All-World ex-US ETF shares in Q4 2023, an estimated $169K.
Vanguard FTSE All-World ex-US ETF made up 1.43% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #22 holding.
Traverso Chambers Private Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and has held it in 16 quarters since.
1,190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.