Number of Shares
416,881.00
Current Holdings Value*
$25.29 Mil
% of Portfolio
2.36%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
16.56%

Pinnacle Wealth Management Advisory Group, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 416,881.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $25.29 Mil. This investment constitutes 2.36% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.07% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 21 purchases of VEU, at an average price of $53.11, for a total of 580,372.00 shares. In addition, there have been 9 sales at an average price of $48.49 for 163,491.00 shares. Based on historical transaction data and VEU's current price of $67.17, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his VEU holdings is $5.10 Mil, reflecting a 16.56% gain to date.

Pinnacle Wealth Management Advisory Group, LLC VEU ($67.17) Holding Chart

Pinnacle Wealth Management Advisory Group, 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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