Number of Shares
127,092.00
Current Holdings Value*
$7.71 Mil
% of Portfolio
6.38%
Total Estimate Gain
$2.30 Mil
% of Total Estimate Gain
7.25%

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

As of 2025-03-31, Archvest Wealth Advisors, Inc. held 127,092.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $7.71 Mil. This investment constitutes 6.38% of their stock portfolio, and Archvest Wealth Advisors, Inc. now holds 0.02% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2021Q4. And since then Archvest Wealth Advisors, Inc. has made 8 purchases of VEU, at an average price of $56.08, for a total of 564,506.00 shares. In addition, there have been 5 sales at an average price of $57.54 for 437,414.00 shares. Based on historical transaction data and VEU's current price of $69.13, Archvest Wealth Advisors, Inc.'s estimated gain on his VEU holdings is $2.30 Mil, reflecting a 7.25% gain to date.

Archvest Wealth Advisors, Inc. VEU ($69.13) Holding Chart

Archvest Wealth 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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