SVA Plumb Wealth Management, LLC VXUS Holdings History
SVA Plumb Wealth Management, LLC's Vanguard Total International Stock Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 1.93 Mil shares of Vanguard Total International Stock(VXUS), totaling $115.99 Mil. This investment constitutes 10.77% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0.22% of the outstanding Vanguard Total International Stock(VXUS) stock.
The initial trade took place in 2018Q2. And since then SVA Plumb Wealth Management, LLC has made 9 purchases of VXUS, at an average price of $54.95, for a total of 1.97 Mil shares. In addition, there have been 2 sales at an average price of $51.69 for 46,680.00 shares. Based on historical transaction data and VXUS's current price of $69.00, SVA Plumb Wealth Management, LLC's estimated gain on his VXUS holdings is $26.93 Mil, reflecting a 24.82% gain to date.
SVA Plumb Wealth Management, LLC VXUS ($69.00) Holding Chart
SVA Plumb Wealth Management, LLC VXUS ($69.00) 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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