Number of Shares
122,516.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
10.47%
Total Estimate Gain
$-801,499.12
% of Total Estimate Gain
-3.78%

Stone Asset Management Inc.'s Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2023-03-31, Stone Asset Management Inc. held 122,516.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $6.55 Mil. This investment constitutes 10.47% of their stock portfolio, and Stone Asset Management Inc. now holds 0.02% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 1 purchases of VEU, at an average price of $60.34, for a total of 350,950.00 shares. In addition, there have been 4 sales at an average price of $53.09 for 228,434.00 shares. Based on historical transaction data and VEU's current price of $67.32, Stone Asset Management Inc.'s estimated gain on his VEU holdings is $-801,499.12, reflecting a -3.78% gain to date.

Stone Asset Management Inc. VEU ($67.32) Holding Chart

Stone Asset Management Inc. VEU ($67.32) 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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