West Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

West Financial Advisors’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	–	Sell	-2	Closed	-$104	–	204
2023 Q3	$104	Hold	2	–	–	﹤0.01%	206
2023 Q2	$109	Sell	2 -45	-96%	-$2.44K	﹤0.01%	185
2023 Q1	$2.51K	Sell	47 -574	-92%	-$30.4K	﹤0.01%	136
2022 Q4	$31.2K	Buy	621 +576	+1,280%	+$27.9K	0.01%	88
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	164
2022 Q2	$2K	Sell	45 -75	-63%	-$4.02K	﹤0.01%	152
2022 Q1	$7K	Hold	120	–	–	﹤0.01%	157
2021 Q4	$7K	Hold	120	–	–	﹤0.01%	154
2021 Q3	$7K	Hold	120	–	–	﹤0.01%	130
2021 Q2	$8K	Hold	120	–	–	﹤0.01%	125
2021 Q1	$7K	Hold	120	–	–	﹤0.01%	127
2020 Q4	$7K	Buy	+120	New	+$6.54K	﹤0.01%	128

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

West Financial Advisors's VEU Position: Q4 2023 in Review

West Financial Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2023, closing a stake of 2 shares — an estimated $104 sold.

West Financial Advisors first reported a position in VEU in Q4 2020 and held it in 12 quarters. The position peaked at $31.2K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold VEU as of Q4 2023.

West Financial Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 2 Vanguard FTSE All-World ex-US ETF shares in Q4 2023, an estimated $104.
West Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and held it in 12 quarters.
West Financial Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $31.2K in Q4 2022.
1,190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.