Number of Shares
197,017.00
Current Holdings Value*
$10.01 Mil
% of Portfolio
4.12%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
18.62%

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

As of 2025-03-31, BKM Wealth Management, LLC held 197,017.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $10.01 Mil. This investment constitutes 4.12% of their stock portfolio, and BKM Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 3 purchases of VEA, at an average price of $44.97, for a total of 325,713.00 shares. In addition, there have been 2 sales at an average price of $48.29 for 128,696.00 shares. Based on historical transaction data and VEA's current price of $56.64, BKM Wealth Management, LLC's estimated gain on his VEA holdings is $2.73 Mil, reflecting a 18.62% gain to date.

BKM Wealth Management, LLC VEA ($56.64) Holding Chart

BKM 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