ELM ADVISORS, LLC VEU Holdings History

Number of Shares
152,327.00
Current Holdings Value*
$8.77 Mil
% of Portfolio
11.84%
Total Estimate Gain
$3.94 Mil
% of Total Estimate Gain
22.15%

ELM ADVISORS, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2022-03-31, ELM ADVISORS, LLC held 152,327.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $8.77 Mil. This investment constitutes 11.84% of their stock portfolio, and ELM ADVISORS, LLC now holds 0.03% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 16 purchases of VEU, at an average price of $49.70, for a total of 357,647.00 shares. In addition, there have been 9 sales at an average price of $55.93 for 205,320.00 shares. Based on historical transaction data and VEU's current price of $67.16, ELM ADVISORS, LLC's estimated gain on his VEU holdings is $3.94 Mil, reflecting a 22.15% gain to date.

ELM ADVISORS, LLC VEU ($67.16) Holding Chart

ELM ADVISORS, LLC VEU ($67.16) 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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