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

Wealth Management Solutions’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
Q3 		– Sell
-4,776
Closed -$239K – 99
2022
Q2 		$239K Sell
4,776
-2,128
-31% -$114K 0.13% 80
2022
Q1 		$398K Sell
6,904
-1,683
-20% -$99K 0.21% 67
2021
Q4 		$526K Buy
+8,587
New +$531K 0.27% 60

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Wealth Management Solutions's VEU Position: Q3 2022 in Review

Wealth Management Solutions sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 4,776 shares — an estimated $239K sold.

Wealth Management Solutions first reported a position in VEU in Q4 2021 and held it in 3 quarters. The position peaked at $526K in Q4 2021. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

  • Wealth Management Solutions reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 4,776 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $239K.
  • Wealth Management Solutions first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 3 quarters.
  • Wealth Management Solutions's Vanguard FTSE All-World ex-US ETF position peaked at $526K in Q4 2021.
  • 973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.