Phillips Wealth Planners LLC VEU Holdings History
Phillips Wealth Planners LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 21,315.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $1.43 Mil. This investment constitutes 1.3% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 8 purchases of VEU, at an average price of $49.57, for a total of 29,220.00 shares. In addition, there have been 2 sales at an average price of $59.21 for 7,905.00 shares. Based on historical transaction data and VEU's current price of $69.13, Phillips Wealth Planners LLC's estimated gain on his VEU holdings is $493,010.50, reflecting a 34.03% gain to date.
Phillips Wealth Planners LLC VEU ($69.13) Holding Chart
Phillips Wealth Planners LLC VEU ($69.13) 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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