Summit Equities Inc VEU Holdings History

Number of Shares
2.32 Mil
Current Holdings Value*
$120.61 Mil
% of Portfolio
20.79%
Total Estimate Gain
$37.15 Mil
% of Total Estimate Gain
31.40%

Summit Equities Inc's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2018-09-30, Summit Equities Inc held 2.32 Mil shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $120.61 Mil. This investment constitutes 20.79% of their stock portfolio, and Summit Equities Inc now holds 0.38% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2014Q1. And since then Summit Equities Inc has made 7 purchases of VEU, at an average price of $51.06, for a total of 2.32 Mil shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VEU's current price of $67.09, Summit Equities Inc's estimated gain on his VEU holdings is $37.15 Mil, reflecting a 31.40% gain to date.

Summit Equities Inc VEU ($67.09) Holding Chart

Summit Equities Inc VEU ($67.09) 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 %

Top Ranked Articles

  • 1