Number of Shares
137,625.00
Current Holdings Value*
$7.02 Mil
% of Portfolio
3.74%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
37.12%

Planning Solutions Group LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2019-06-30, Planning Solutions Group LLC held 137,625.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $7.02 Mil. This investment constitutes 3.74% of their stock portfolio, and Planning Solutions Group LLC now holds 0.02% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2018Q4. And since then Planning Solutions Group LLC has made 2 purchases of VEU, at an average price of $48.22, for a total of 137,625.00 shares. Based on historical transaction data and VEU's current price of $66.12, Planning Solutions Group LLC's estimated gain on his VEU holdings is $2.46 Mil, reflecting a 37.12% gain to date.

Planning Solutions Group LLC VEU ($66.12) Holding Chart

Planning Solutions Group LLC VEU ($66.12) 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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