AGILIS PARTNERS LLC VEA Holdings History

Number of Shares
240,338.00
Current Holdings Value*
$11.49 Mil
% of Portfolio
3.46%
Total Estimate Gain
$2.78 Mil
% of Total Estimate Gain
25.04%

AGILIS PARTNERS LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-12-31, AGILIS PARTNERS LLC held 240,338.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $11.49 Mil. This investment constitutes 3.46% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then AGILIS PARTNERS LLC has made 3 purchases of VEA, at an average price of $45.18, for a total of 245,319.00 shares. In addition, there have been 2 sales at an average price of $49.16 for 4,981.00 shares. Based on historical transaction data and VEA's current price of $56.64, AGILIS PARTNERS LLC's estimated gain on his VEA holdings is $2.78 Mil, reflecting a 25.04% gain to date.

AGILIS PARTNERS LLC VEA ($56.64) Holding Chart

AGILIS PARTNERS 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 %

Top Ranked Articles

  • 1