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

Willingdon 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
2020
Q1 		– Sell
-100
Closed -$5K – 387
2019
Q4 		$5K Sell
100
-68
-40% -$3.53K ﹤0.01% 283
2019
Q3 		$8K Buy
+168
New +$8.38K ﹤0.01% 253

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Willingdon Wealth Management's VEU Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Willingdon Wealth Management first reported a position in VEU in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 809 funds tracked by Wall St. Rank hold VEU as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 100 Vanguard FTSE All-World ex-US ETF shares in Q1 2020, an estimated $5K.
  • Willingdon Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $8K in Q3 2019.
  • 809 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.