Joel Adams & Associates, Inc. VXUS Holdings History
Number of Shares
51,989.00
Current Holdings Value*
$3.23 Mil
% of Portfolio
2.91%
Total Estimate Gain
$460,556.99
% of Total Estimate Gain
12.72%
Joel Adams & Associates, Inc.'s Vanguard Total International Stock Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 51,989.00 shares of Vanguard Total International Stock(VXUS), totaling $3.23 Mil. This investment constitutes 2.91% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding Vanguard Total International Stock(VXUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $61.77 for 6,503.00 shares. Based on historical transaction data and VXUS's current price of $70.78, Joel Adams & Associates, Inc.'s estimated gain on his VXUS holdings is $460,556.99, reflecting a 12.72% gain to date.
Joel Adams & Associates, Inc. VXUS ($70.78) Holding Chart
Joel Adams & Associates, Inc. VXUS ($70.78) 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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