Hillcrest Wealth Advisors - NY, LLC VEU Holdings History
Hillcrest Wealth Advisors - NY, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 199,429.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $13.41 Mil. This investment constitutes 6.3% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.03% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 10 purchases of VEU, at an average price of $49.08, for a total of 257,284.00 shares. In addition, there have been 16 sales at an average price of $53.66 for 57,855.00 shares. Based on historical transaction data and VEU's current price of $67.84, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his VEU holdings is $4.01 Mil, reflecting a 31.74% gain to date.
Hillcrest Wealth Advisors - NY, LLC VEU ($67.84) Holding Chart
Hillcrest Wealth Advisors - NY, LLC VEU ($67.84) 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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