CBIZ Investment Advisory Services, LLC VEU Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 5.63 Mil shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $341.33 Mil. This investment constitutes 16.72% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.87% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 14 purchases of VEU, at an average price of $56.08, for a total of 14.99 Mil shares. In addition, there have been 7 sales at an average price of $56.02 for 9.37 Mil shares. Based on historical transaction data and VEU's current price of $68.68, CBIZ Investment Advisory Services, LLC's estimated gain on his VEU holdings is $70.30 Mil, reflecting a 8.36% gain to date.
CBIZ Investment Advisory Services, LLC VEU ($68.68) Holding Chart
CBIZ Investment Advisory Services, LLC VEU ($68.68) 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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