TrinityPoint Wealth, LLC VEU Holdings History
TrinityPoint Wealth, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 115,446.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $6.63 Mil. This investment constitutes 0.93% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.02% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 17 purchases of VEU, at an average price of $53.34, for a total of 171,292.00 shares. In addition, there have been 7 sales at an average price of $56.61 for 55,846.00 shares. Based on historical transaction data and VEU's current price of $67.17, TrinityPoint Wealth, LLC's estimated gain on his VEU holdings is $1.78 Mil, reflecting a 19.48% gain to date.
TrinityPoint Wealth, LLC VEU ($67.17) Holding Chart
TrinityPoint Wealth, LLC 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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