Number of Shares
218,209.00
Current Holdings Value*
$11.09 Mil
% of Portfolio
6.59%
Total Estimate Gain
$4.32 Mil
% of Total Estimate Gain
37.20%

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

As of 2025-03-31, AllSquare Wealth Management LLC held 218,209.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $11.09 Mil. This investment constitutes 6.59% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 8 purchases of VEA, at an average price of $39.05, for a total of 297,429.00 shares. In addition, there have been 23 sales at an average price of $45.12 for 79,220.00 shares. Based on historical transaction data and VEA's current price of $56.64, AllSquare Wealth Management LLC's estimated gain on his VEA holdings is $4.32 Mil, reflecting a 37.20% gain to date.

AllSquare Wealth Management LLC VEA ($56.64) Holding Chart

AllSquare Wealth Management LLC VEA ($56.64) 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 %

Top Ranked Articles

  • 1