Number of Shares
99,513.00
Current Holdings Value*
$5.06 Mil
% of Portfolio
2.97%
Total Estimate Gain
$665,262.75
% of Total Estimate Gain
13.28%

Aegis Wealth Management LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Aegis Wealth Management LLC held 99,513.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $5.06 Mil. This investment constitutes 2.97% of their stock portfolio, and Aegis Wealth Management LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of VEA, at an average price of $50.32, for a total of 99,513.00 shares. Based on historical transaction data and VEA's current price of $57.01, Aegis Wealth Management LLC's estimated gain on his VEA holdings is $665,262.75, reflecting a 13.28% gain to date.

Aegis Wealth Management LLC VEA ($57.01) Holding Chart

Aegis Wealth Management LLC VEA ($57.01) 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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