Cadence Wealth Management LLC VEU Holdings History
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 % |
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