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

WealthPLAN 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
-7,421
Closed -$435K – 305
2024
Q2 		$435K Sell
7,421
-85
-1% -$4.99K 0.05% 219
2024
Q1 		$440K Hold
7,506
– – 0.05% 218
2023
Q4 		$421K Sell
7,506
-193
-3% -$10.2K 0.04% 240
2023
Q3 		$399K Hold
7,699
– – 0.05% 231
2023
Q2 		$419K Sell
7,699
-2,282
-23% -$124K 0.06% 207
2023
Q1 		$534K Sell
9,981
-1,467
-13% -$77.7K 0.06% 185
2022
Q4 		$620K Buy
+11,448
New +$555K 0.04% 225
2022
Q1 		$661K Sell
12,284
-678
-5% -$39.9K 0.05% 218
2021
Q4 		$776K Buy
12,962
+19
+0.1% +$1.18K 0.05% 204
2021
Q3 		$801K Sell
12,943
-660
-5% -$41.5K 0.05% 195
2021
Q2 		$865K Buy
13,603
+1,244
+10% +$78.7K 0.06% 163
2021
Q1 		$766K Sell
12,359
-521
-4% -$31.7K 0.06% 174
2020
Q4 		$779K Sell
12,880
-179
-1% -$9.76K 0.07% 159
2020
Q3 		$707K Sell
13,059
-644
-5% -$32.7K 0.07% 156
2020
Q2 		$706K Sell
13,703
-308
-2% -$13.8K 0.07% 148
2020
Q1 		$602K Sell
14,011
-13,201
-49% -$649K 0.08% 137
2019
Q4 		$1.47M Buy
27,212
+2,263
+9% +$118K 0.17% 93
2019
Q3 		$1.3M Buy
24,949
+1,175
+5% +$58.6K 0.18% 96
2019
Q2 		$1.16M Sell
23,774
-278
-1% -$14K 0.17% 95
2019
Q1 		$1.19M Sell
24,052
-1,729
-7% -$84.7K 0.19% 92
2018
Q4 		$1.27M Sell
25,781
-439
-2% -$21.1K 0.2% 91
2018
Q3 		$1.24M Sell
26,220
-10,880
-29% -$567K 0.23% 84
2018
Q2 		$1.92M Sell
37,100
-1,908
-5% -$103K 0.39% 73
2018
Q1 		$2.12M Sell
39,008
-2,961
-7% -$165K 0.47% 63
2017
Q4 		$2.3M Sell
41,969
-122,561
-74% -$6.59M 0.62% 45
2017
Q3 		$8.67M Buy
164,530
+582
+0.4% +$30.1K 2.43% 6
2017
Q2 		$8.2M Buy
+163,948
New +$8.11M 2.36% 7
2016
Q3 		$34K Sell
751
-4,959
-87% -$222K 0.01% 392
2016
Q2 		$42K Buy
+5,710
New +$247K 0.01% 995
2015
Q4 		$115K Buy
+2,646
New +$118K 0.02% 378

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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 $51.6B AUM 27.34% 1-Year Est. Return

WealthPLAN Partners's VEU Position: Q3 2024 in Review

WealthPLAN Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 7,421 shares — an estimated $435K sold.

WealthPLAN Partners first reported a position in VEU in Q4 2015 and held it in 30 quarters. The position peaked at $8.67M in Q3 2017. 1,240 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • WealthPLAN Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 7,421 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $435K.
  • WealthPLAN Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2015 and held it in 30 quarters.
  • WealthPLAN Partners's Vanguard FTSE All-World ex-US ETF position peaked at $8.67M in Q3 2017.
  • 1,240 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.