Number of Shares
68,280.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
3.06%
Total Estimate Gain
$253,488.77
% of Total Estimate Gain
3.75%

Cadence Wealth Management LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Cadence Wealth Management LLC held 68,280.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $4.14 Mil. This investment constitutes 3.06% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.01% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 5 purchases of VEU, at an average price of $60.34, for a total of 112,086.00 shares. In addition, there have been 11 sales at an average price of $55.49 for 43,806.00 shares. Based on historical transaction data and VEU's current price of $67.17, Cadence Wealth Management LLC's estimated gain on his VEU holdings is $253,488.77, reflecting a 3.75% gain to date.

Cadence Wealth Management LLC VEU ($67.17) Holding Chart

Cadence Wealth Management LLC 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