BKM Wealth Management, LLC VEA Holdings History
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 % |
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