Number of Shares
176,543.00
Current Holdings Value*
$10.30 Mil
% of Portfolio
6.21%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
20.79%

Beacon Wealthcare, Inc's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2020-12-31, Beacon Wealthcare, Inc held 176,543.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $10.30 Mil. This investment constitutes 6.21% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0.03% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2018Q2. And since then Beacon Wealthcare, Inc has made 7 purchases of VEU, at an average price of $51.42, for a total of 245,067.00 shares. In addition, there have been 4 sales at an average price of $49.07 for 68,524.00 shares. Based on historical transaction data and VEU's current price of $67.17, Beacon Wealthcare, Inc's estimated gain on his VEU holdings is $2.62 Mil, reflecting a 20.79% gain to date.

Beacon Wealthcare, Inc VEU ($67.17) Holding Chart

Beacon Wealthcare, Inc VEU ($67.17) 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