Number of Shares
249,858.00
Current Holdings Value*
$12.70 Mil
% of Portfolio
4.37%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
15.36%

BROWN WEALTH MANAGEMENT, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 249,858.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $12.70 Mil. This investment constitutes 4.37% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 3 purchases of VEA, at an average price of $45.77, for a total of 586,852.00 shares. In addition, there have been 4 sales at an average price of $49.48 for 336,994.00 shares. Based on historical transaction data and VEA's current price of $57.28, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his VEA holdings is $4.13 Mil, reflecting a 15.36% gain to date.

BROWN WEALTH MANAGEMENT, LLC VEA ($57.28) Holding Chart

BROWN WEALTH MANAGEMENT, LLC VEA ($57.28) 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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