Number of Shares
241,926.00
Current Holdings Value*
$17.20 Mil
% of Portfolio
6.13%
Total Estimate Gain
$6.74 Mil
% of Total Estimate Gain
43.92%

BBJS FINANCIAL ADVISORS, LLC's Vanguard FTSE Europe ETF Holding Summary

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 241,926.00 shares of Vanguard FTSE Europe ETF(VGK), totaling $17.20 Mil. This investment constitutes 6.13% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.08% of the outstanding Vanguard FTSE Europe ETF(VGK) stock.

The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 2 purchases of VGK, at an average price of $52.78, for a total of 290,588.00 shares. In addition, there have been 5 sales at an average price of $62.41 for 48,662.00 shares. Based on historical transaction data and VGK's current price of $78.69, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his VGK holdings is $6.74 Mil, reflecting a 43.92% gain to date.

BBJS FINANCIAL ADVISORS, LLC VGK ($78.69) Holding Chart

BBJS FINANCIAL ADVISORS, LLC VGK ($78.69) 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 %

Top Ranked Articles

  • 1