Number of Shares
142,429.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
3.98%
Total Estimate Gain
$3.03 Mil
% of Total Estimate Gain
29.71%

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

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 142,429.00 shares of Vanguard FTSE Pacific ETF(VPL), totaling $11.17 Mil. This investment constitutes 3.98% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.15% of the outstanding Vanguard FTSE Pacific ETF(VPL) stock.

The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 3 purchases of VPL, at an average price of $61.77, for a total of 165,353.00 shares. In addition, there have been 4 sales at an average price of $73.00 for 22,924.00 shares. Based on historical transaction data and VPL's current price of $81.27, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his VPL holdings is $3.03 Mil, reflecting a 29.71% gain to date.

BBJS FINANCIAL ADVISORS, LLC VPL ($81.27) Holding Chart

BBJS FINANCIAL ADVISORS, LLC VPL ($81.27) 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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