Number of Shares
358,917.00
Current Holdings Value*
$15.81 Mil
% of Portfolio
2.99%
Total Estimate Gain
$6.04 Mil
% of Total Estimate Gain
41.93%

Beacon Pointe Wealth Advisors, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 358,917.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $15.81 Mil. This investment constitutes 2.99% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then Beacon Pointe Wealth Advisors, LLC has made 3 purchases of VEA, at an average price of $39.83, for a total of 361,934.00 shares. In addition, there have been 1 sales at an average price of $42.70 for 3,017.00 shares. Based on historical transaction data and VEA's current price of $56.64, Beacon Pointe Wealth Advisors, LLC's estimated gain on his VEA holdings is $6.04 Mil, reflecting a 41.93% gain to date.

Beacon Pointe Wealth Advisors, LLC VEA ($56.64) Holding Chart

Beacon Pointe Wealth Advisors, 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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