Number of Shares
68,280.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
3.06%
Total Estimate Gain
$295,822.37
% of Total Estimate Gain
4.37%

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 $67.79, Cadence Wealth Management LLC's estimated gain on his VEU holdings is $295,822.37, reflecting a 4.37% gain to date.

Cadence Wealth Management LLC VEU ($67.79) Holding Chart

Cadence Wealth Management LLC VEU ($67.79) 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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