Number of Shares
203,402.00
Current Holdings Value*
$12.34 Mil
% of Portfolio
12.47%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
10.88%

Compass Planning Associates Inc's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Compass Planning Associates Inc held 203,402.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $12.34 Mil. This investment constitutes 12.47% of their stock portfolio, and Compass Planning Associates Inc now holds 0.03% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of VEU, at an average price of $60.21, for a total of 203,402.00 shares. Based on historical transaction data and VEU's current price of $66.77, Compass Planning Associates Inc's estimated gain on his VEU holdings is $1.33 Mil, reflecting a 10.88% gain to date.

Compass Planning Associates Inc VEU ($66.77) Holding Chart

Compass Planning Associates Inc VEU ($66.77) 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