Number of Shares
31,559.00
Current Holdings Value*
$2.12 Mil
% of Portfolio
3.49%
Total Estimate Gain
$207,304.09
% of Total Estimate Gain
10.90%

Charis Legacy Partners, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-06-30, Charis Legacy Partners, LLC held 31,559.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $2.12 Mil. This investment constitutes 3.49% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 2 purchases of VEU, at an average price of $60.25, for a total of 31,559.00 shares. Based on historical transaction data and VEU's current price of $66.82, Charis Legacy Partners, LLC's estimated gain on his VEU holdings is $207,304.09, reflecting a 10.90% gain to date.

Charis Legacy Partners, LLC VEU ($66.82) Holding Chart

Charis Legacy Partners, LLC VEU ($66.82) 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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