Number of Shares
247,325.00
Current Holdings Value*
$13.06 Mil
% of Portfolio
3.87%
Total Estimate Gain
$3.55 Mil
% of Total Estimate Gain
21.63%

Annapolis Financial Services, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-09-30, Annapolis Financial Services, LLC held 247,325.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $13.06 Mil. This investment constitutes 3.87% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then Annapolis Financial Services, LLC has made 6 purchases of VEA, at an average price of $43.74, for a total of 375,016.00 shares. In addition, there have been 9 sales at an average price of $46.53 for 127,691.00 shares. Based on historical transaction data and VEA's current price of $56.64, Annapolis Financial Services, LLC's estimated gain on his VEA holdings is $3.55 Mil, reflecting a 21.63% gain to date.

Annapolis Financial Services, LLC VEA ($56.64) Holding Chart

Annapolis Financial Services, 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 %

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