Number of Shares
138,544.00
Current Holdings Value*
$8.60 Mil
% of Portfolio
1.1%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
21.09%

Center for Financial Planning, Inc.'s Vanguard Total International Stock Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 138,544.00 shares of Vanguard Total International Stock(VXUS), totaling $8.60 Mil. This investment constitutes 1.1% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.01% of the outstanding Vanguard Total International Stock(VXUS) stock.

The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 11 purchases of VXUS, at an average price of $54.03, for a total of 197,512.00 shares. In addition, there have been 10 sales at an average price of $52.18 for 58,968.00 shares. Based on historical transaction data and VXUS's current price of $71.07, Center for Financial Planning, Inc.'s estimated gain on his VXUS holdings is $2.25 Mil, reflecting a 21.09% gain to date.

Center for Financial Planning, Inc. VXUS ($71.07) Holding Chart

Center for Financial Planning, Inc. VXUS ($71.07) 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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