Number of Shares
606,514.00
Current Holdings Value*
$36.79 Mil
% of Portfolio
7.09%
Total Estimate Gain
$10.27 Mil
% of Total Estimate Gain
24.19%

Pasadena Private Wealth, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Pasadena Private Wealth, LLC held 606,514.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $36.79 Mil. This investment constitutes 7.09% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.1% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2020Q1. And since then Pasadena Private Wealth, LLC has made 12 purchases of VEU, at an average price of $50.99, for a total of 832,458.00 shares. In addition, there have been 8 sales at an average price of $52.98 for 225,944.00 shares. Based on historical transaction data and VEU's current price of $67.17, Pasadena Private Wealth, LLC's estimated gain on his VEU holdings is $10.27 Mil, reflecting a 24.19% gain to date.

Pasadena Private Wealth, LLC VEU ($67.17) Holding Chart

Pasadena Private Wealth, LLC VEU ($67.17) 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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