Sweet Financial Partners, LLC Vanguard Ftse All World Ex Us Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 327,798 shares of VEU stock, worth $23.9 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares

327,798

Previous 336,948 2.72%

Holding current value

$23.9 Million

Previous $19.8 Million 4.52%

% of portfolio

4.62%

Previous 4.66%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$56.47 - $63.69 $516,700 - $582,763	-9,150 Reduced 2.72%	327,798 $20.7 Million
Q2 2024 Jul 18, 2024	BUY	$56.22 - $60.47 $156,516 - $168,348	2,784 Added 0.83%	336,948 $19.8 Million
Q1 2024 Apr 23, 2024	BUY	$54.0 - $58.69 $1.11 Million - $1.2 Million	20,521 Added 6.54%	334,164 $19.6 Million
Q4 2023 Jan 12, 2024	SELL	$49.57 - $56.14 $266,736 - $302,089	-5,381 Reduced 1.69%	313,643 $17.6 Million
Q3 2023 Oct 23, 2023	BUY	$51.66 - $56.47 $838,286 - $916,338	16,227 Added 5.36%	319,024 $16.5 Million

Q2 2023 Jul 24, 2023	BUY	$52.62 - $56.04 $405,384 - $431,732	7,704 Added 2.61%	302,797 $16.5 Million
Q1 2023 Apr 14, 2023	SELL	$50.42 - $55.03 $447,427 - $488,336	-8,874 Reduced 2.92%	295,093 $15.8 Million
Q4 2022 Jan 19, 2023	BUY	$44.03 - $52.21 $481,908 - $571,438	10,945 Added 3.74%	303,967 $0
Q3 2022 Nov 10, 2022	BUY	$44.35 - $52.71 $803,045 - $954,419	18,107 Added 6.59%	293,022 $13 Million
Q2 2022 Aug 03, 2022	BUY	$49.43 - $58.65 $1.89 Million - $2.24 Million	38,245 Added 16.16%	274,915 $13.7 Million
Q1 2022 Apr 22, 2022	BUY	$53.45 - $62.56 $12.3 Million - $14.4 Million	229,953 Added 3423.45%	236,670 $13.6 Million
Q4 2021 Feb 07, 2022	BUY	$59.38 - $63.62 $398,855 - $427,335	6,717 New	6,717 $412,000

Others Institutions Holding VEU

# of Institutions

1,573

Shares Held

345M

Call Options Held

98.9K

Put Options Held

21K

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About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
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Sweet Financial Partners, LLC Vanguard Ftse All World Ex Us Transaction History