Next Level Wealth Planning, LLC VEU Holdings History
Next Level Wealth Planning, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 82,455.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $5.00 Mil. This investment constitutes 3.79% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.01% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $60.25 for 19,363.00 shares. Based on historical transaction data and VEU's current price of $67.08, Next Level Wealth Planning, LLC's estimated gain on his VEU holdings is $567,240.37, reflecting a 9.25% gain to date.
Next Level Wealth Planning, LLC VEU ($67.08) Holding Chart
Next Level Wealth Planning, LLC VEU ($67.08) 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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