Number of Shares
132,602.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
3.97%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
16.08%

ASSET PLANNING CORPORATION's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, ASSET PLANNING CORPORATION held 132,602.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $6.74 Mil. This investment constitutes 3.97% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then ASSET PLANNING CORPORATION has made 12 purchases of VEA, at an average price of $45.10, for a total of 365,953.00 shares. In addition, there have been 5 sales at an average price of $49.61 for 233,351.00 shares. Based on historical transaction data and VEA's current price of $57.18, ASSET PLANNING CORPORATION's estimated gain on his VEA holdings is $2.65 Mil, reflecting a 16.08% gain to date.

ASSET PLANNING CORPORATION VEA ($57.18) Holding Chart

ASSET PLANNING CORPORATION VEA ($57.18) 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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