Number of Shares
322,888.00
Current Holdings Value*
$16.41 Mil
% of Portfolio
4.08%
Total Estimate Gain
$2.88 Mil
% of Total Estimate Gain
16.24%

Asset Allocation Strategies LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Asset Allocation Strategies LLC held 322,888.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $16.41 Mil. This investment constitutes 4.08% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q4. And since then Asset Allocation Strategies LLC has made 8 purchases of VEA, at an average price of $47.50, for a total of 373,804.00 shares. In addition, there have been 1 sales at an average price of $44.41 for 50,916.00 shares. Based on historical transaction data and VEA's current price of $56.92, Asset Allocation Strategies LLC's estimated gain on his VEA holdings is $2.88 Mil, reflecting a 16.24% gain to date.

Asset Allocation Strategies LLC VEA ($56.92) Holding Chart

Asset Allocation Strategies LLC VEA ($56.92) 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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