Aegis Wealth Management LLC VEA Holdings History
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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