Waverly Advisors, LLC VEU Holdings History
Number of Shares
742,392.00
Current Holdings Value*
$45.03 Mil
% of Portfolio
0.55%
Total Estimate Gain
$6.19 Mil
% of Total Estimate Gain
14.02%
Waverly Advisors, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 742,392.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $45.03 Mil. This investment constitutes 0.55% of their stock portfolio, and Waverly Advisors, LLC now holds 0.12% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2023Q4. And since then Waverly Advisors, LLC has made 6 purchases of VEU, at an average price of $59.50, for a total of 742,392.00 shares. Based on historical transaction data and VEU's current price of $67.84, Waverly Advisors, LLC's estimated gain on his VEU holdings is $6.19 Mil, reflecting a 14.02% gain to date.
Waverly Advisors, LLC VEU ($67.84) Holding Chart
Waverly Advisors, LLC VEU ($67.84) 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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