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

YorkBridge Wealth 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
2022 Q4	$436K	Buy	8,695 +2,115	+32%	+$103K	0.11%	140
2022 Q3	$292K	Buy	6,580 +2,375	+56%	+$118K	0.08%	201
2022 Q2	$210K	Buy	+4,205	New	+$225K	0.05%	264
2021 Q1	–	Sell	-9,887	Closed	-$577K	–	245
2020 Q4	$577K	Buy	9,887 +3,837	+63%	+$209K	0.19%	94
2020 Q3	$305K	Sell	6,050 -2	-0%	-$101	0.13%	136
2020 Q2	$288K	Sell	6,052 -2,557	-30%	-$115K	0.13%	135
2020 Q1	$353K	Buy	8,609 +1,212	+16%	+$59.6K	0.22%	103
2019 Q4	$398K	Buy	7,397 +1,166	+19%	+$60.6K	0.18%	121
2019 Q3	$311K	Hold	6,231	–	–	0.16%	131
2019 Q2	$318K	Sell	6,231 -25	-0.4%	-$1.26K	0.14%	135
2019 Q1	$314K	Sell	6,256 -1,251	-17%	-$61.3K	0.14%	130
2018 Q4	$342K	Buy	7,507 +1,071	+17%	+$51.4K	0.18%	121
2018 Q3	$336K	Sell	6,436 -340	-5%	-$17.7K	0.15%	129
2018 Q2	$351K	Buy	6,776 +40	+0.6%	+$2.17K	0.15%	135
2018 Q1	$370K	Sell	6,736 -10	-0.1%	-$557	0.17%	123
2017 Q4	$367K	Sell	6,746 -1,030	-13%	-$55.4K	0.18%	120
2017 Q3	$410K	Sell	7,776 -2,279	-23%	-$118K	0.21%	99
2017 Q2	$504K	Buy	10,055 +410	+4%	+$20.3K	0.27%	85
2017 Q1	$475K	Buy	9,645 +1,129	+13%	+$52.6K	0.25%	90
2016 Q4	$372K	Buy	+8,516	New	+$378K	0.22%	102

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

YorkBridge Wealth Partners's VEU Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 32% in Q4 2022, buying an estimated $103K and bringing the position to 8,695 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #140.

YorkBridge Wealth Partners first reported a position in VEU in Q4 2016 and has held it in 20 quarters since. The position peaked at $577K in Q4 2020. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

YorkBridge Wealth Partners held 8,695 shares of Vanguard FTSE All-World ex-US ETF worth $436K as of Q4 2022.
YorkBridge Wealth Partners bought 2,115 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $103K.
Vanguard FTSE All-World ex-US ETF made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #140 holding.
YorkBridge Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and has held it in 20 quarters since.
YorkBridge Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $577K in Q4 2020.
1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.