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Walled Lake Planning & Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-35
Closed -$2K – 302
2021
Q3 		$2K Buy
35
+1
+3% +$63 ﹤0.01% 313
2021
Q2 		$2K Hold
34
– – ﹤0.01% 295
2021
Q1 		$2K Buy
+34
New +$2.07K ﹤0.01% 290

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VEU Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2021, closing a stake of 35 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in VEU in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 1,091 funds tracked by Wall St. Rank hold VEU as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 35 Vanguard FTSE All-World ex-US ETF shares in Q4 2021, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $2K in Q3 2021.
  • 1,091 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.