Summit Financial, LLC VEU Holdings History

Number of Shares
3.34 Mil
Current Holdings Value*
$202.63 Mil
% of Portfolio
5.68%
Total Estimate Gain
$61.81 Mil
% of Total Estimate Gain
33.92%

Summit Financial, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Summit Financial, LLC held 3.34 Mil shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $202.63 Mil. This investment constitutes 5.68% of their stock portfolio, and Summit Financial, LLC now holds 0.53% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2018Q4. And since then Summit Financial, LLC has made 16 purchases of VEU, at an average price of $49.43, for a total of 3.69 Mil shares. In addition, there have been 9 sales at an average price of $57.61 for 346,176.00 shares. Based on historical transaction data and VEU's current price of $67.08, Summit Financial, LLC's estimated gain on his VEU holdings is $61.81 Mil, reflecting a 33.92% gain to date.

Summit Financial, LLC VEU ($67.08) Holding Chart

Summit Financial, LLC VEU ($67.08) 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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