Number of Shares
298,150.00
Current Holdings Value*
$18.09 Mil
% of Portfolio
3.49%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
22.11%

Tolleson Wealth Management, Inc.'s Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Tolleson Wealth Management, Inc. held 298,150.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $18.09 Mil. This investment constitutes 3.49% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0.05% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2019Q3. And since then Tolleson Wealth Management, Inc. has made 18 purchases of VEU, at an average price of $52.86, for a total of 423,254.00 shares. In addition, there have been 5 sales at an average price of $58.27 for 125,104.00 shares. Based on historical transaction data and VEU's current price of $67.17, Tolleson Wealth Management, Inc.'s estimated gain on his VEU holdings is $4.95 Mil, reflecting a 22.11% gain to date.

Tolleson Wealth Management, Inc. VEU ($67.17) Holding Chart

Tolleson Wealth Management, Inc. VEU ($67.17) 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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