Number of Shares
362,391.00
Current Holdings Value*
$20.66 Mil
% of Portfolio
10.16%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
17.72%

Aletheian Wealth Advisors LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Aletheian Wealth Advisors LLC held 362,391.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $20.66 Mil. This investment constitutes 10.16% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 12 purchases of VEA, at an average price of $47.44, for a total of 398,205.00 shares. In addition, there have been 2 sales at an average price of $40.64 for 35,814.00 shares. Based on historical transaction data and VEA's current price of $57.35, Aletheian Wealth Advisors LLC's estimated gain on his VEA holdings is $3.35 Mil, reflecting a 17.72% gain to date.

Aletheian Wealth Advisors LLC VEA ($57.35) Holding Chart

Aletheian Wealth Advisors LLC VEA ($57.35) 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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