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

Triad Wealth Partners’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
Q3 		– Sell
-100
Closed -$5.86K – 887
2024
Q2 		$5.86K Buy
+100
New +$5.87K ﹤0.01% 536

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Triad Wealth Partners's VEU Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 100 shares — an estimated $5.86K sold.

Triad Wealth Partners first reported a position in VEU in Q2 2024 and held it in 1 quarter. The position peaked at $5.86K in Q2 2024. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 100 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $5.86K.
  • Triad Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $5.86K in Q2 2024.
  • 1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.