Number of Shares
90,921.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
2.93%
Total Estimate Gain
$820,700.04
% of Total Estimate Gain
18.51%

A&I FINANCIAL SERVICES, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, A&I FINANCIAL SERVICES, LLC held 90,921.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $5.18 Mil. This investment constitutes 2.93% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then A&I FINANCIAL SERVICES, LLC has made 8 purchases of VEA, at an average price of $47.38, for a total of 93,555.00 shares. In addition, there have been 1 sales at an average price of $39.47 for 2,634.00 shares. Based on historical transaction data and VEA's current price of $56.64, A&I FINANCIAL SERVICES, LLC's estimated gain on his VEA holdings is $820,700.04, reflecting a 18.51% gain to date.

A&I FINANCIAL SERVICES, LLC VEA ($56.64) Holding Chart

A&I FINANCIAL SERVICES, LLC VEA ($56.64) 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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