Compass Planning Associates Inc VEU Holdings History
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 % |
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