Number of Shares
378,138.00
Current Holdings Value*
$19.22 Mil
% of Portfolio
6.08%
Total Estimate Gain
$6.45 Mil
% of Total Estimate Gain
30.02%

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

As of 2025-03-31, Bay Harbor Wealth Management, LLC held 378,138.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $19.22 Mil. This investment constitutes 6.08% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 14 purchases of VEA, at an average price of $41.39, for a total of 519,381.00 shares. In addition, there have been 11 sales at an average price of $46.91 for 141,243.00 shares. Based on historical transaction data and VEA's current price of $56.40, Bay Harbor Wealth Management, LLC's estimated gain on his VEA holdings is $6.45 Mil, reflecting a 30.02% gain to date.

Bay Harbor Wealth Management, LLC VEA ($56.40) Holding Chart

Bay Harbor Wealth Management, LLC VEA ($56.40) 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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