AdvicePeriod, LLC VEA Holdings History

Number of Shares
4.10 Mil
Current Holdings Value*
$211.26 Mil
% of Portfolio
13.75%
Total Estimate Gain
$51.34 Mil
% of Total Estimate Gain
21.17%

AdvicePeriod, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2021-06-30, AdvicePeriod, LLC held 4.10 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $211.26 Mil. This investment constitutes 13.75% of their stock portfolio, and AdvicePeriod, LLC now holds 0.18% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then AdvicePeriod, LLC has made 8 purchases of VEA, at an average price of $43.42, for a total of 5.59 Mil shares. In addition, there have been 5 sales at an average price of $40.86 for 1.49 Mil shares. Based on historical transaction data and VEA's current price of $56.87, AdvicePeriod, LLC's estimated gain on his VEA holdings is $51.34 Mil, reflecting a 21.17% gain to date.

AdvicePeriod, LLC VEA ($56.87) Holding Chart

AdvicePeriod, LLC VEA ($56.87) 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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