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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