Number of Shares
22,119.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
4.88%
Total Estimate Gain
$304,924.23
% of Total Estimate Gain
22.37%

Highwater Wealth Management, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2019-09-30, Highwater Wealth Management, LLC held 22,119.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $1.10 Mil. This investment constitutes 4.88% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2018Q2. And since then Highwater Wealth Management, LLC has made 2 purchases of VEU, at an average price of $53.18, for a total of 25,633.00 shares. In addition, there have been 4 sales at an average price of $49.40 for 3,514.00 shares. Based on historical transaction data and VEU's current price of $67.57, Highwater Wealth Management, LLC's estimated gain on his VEU holdings is $304,924.23, reflecting a 22.37% gain to date.

Highwater Wealth Management, LLC VEU ($67.57) Holding Chart

Highwater Wealth Management, LLC VEU ($67.57) 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