Number of Shares
233,441.00
Current Holdings Value*
$14.16 Mil
% of Portfolio
9.4%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
25.24%

Valley Financial Group, Inc.'s Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Valley Financial Group, Inc. held 233,441.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $14.16 Mil. This investment constitutes 9.4% of their stock portfolio, and Valley Financial Group, Inc. now holds 0.04% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2023Q4. And since then Valley Financial Group, Inc. has made 4 purchases of VEU, at an average price of $54.43, for a total of 248,274.00 shares. In addition, there have been 1 sales at an average price of $60.22 for 14,833.00 shares. Based on historical transaction data and VEU's current price of $68.68, Valley Financial Group, Inc.'s estimated gain on his VEU holdings is $3.41 Mil, reflecting a 25.24% gain to date.

Valley Financial Group, Inc. VEU ($68.68) Holding Chart

Valley Financial Group, Inc. VEU ($68.68) 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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