Number of Shares
617,830.00
Current Holdings Value*
$38.37 Mil
% of Portfolio
2.97%
Total Estimate Gain
$9.73 Mil
% of Total Estimate Gain
25.14%

PHILLIPS FINANCIAL MANAGEMENT, LLC's Vanguard Total International Stock Holding Summary

As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 617,830.00 shares of Vanguard Total International Stock(VXUS), totaling $38.37 Mil. This investment constitutes 2.97% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.05% of the outstanding Vanguard Total International Stock(VXUS) stock.

The initial trade took place in 2018Q2. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 15 purchases of VXUS, at an average price of $53.69, for a total of 720,839.00 shares. In addition, there have been 13 sales at an average price of $55.69 for 103,009.00 shares. Based on historical transaction data and VXUS's current price of $69.11, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his VXUS holdings is $9.73 Mil, reflecting a 25.14% gain to date.

PHILLIPS FINANCIAL MANAGEMENT, LLC VXUS ($69.11) Holding Chart

PHILLIPS FINANCIAL MANAGEMENT, LLC VXUS ($69.11) 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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