Number of Shares
273,917.00
Current Holdings Value*
$16.62 Mil
% of Portfolio
4.92%
Total Estimate Gain
$2.44 Mil
% of Total Estimate Gain
12.82%

AllGen Financial Advisors, Inc.'s Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, AllGen Financial Advisors, Inc. held 273,917.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $16.62 Mil. This investment constitutes 4.92% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.04% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2024Q3. And since then AllGen Financial Advisors, Inc. has made 2 purchases of VEU, at an average price of $60.22, for a total of 315,843.00 shares. In addition, there have been 1 sales at an average price of $60.21 for 41,926.00 shares. Based on historical transaction data and VEU's current price of $69.13, AllGen Financial Advisors, Inc.'s estimated gain on his VEU holdings is $2.44 Mil, reflecting a 12.82% gain to date.

AllGen Financial Advisors, Inc. VEU ($69.13) Holding Chart

AllGen Financial Advisors, Inc. VEU ($69.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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