Number of Shares
689,310.00
Current Holdings Value*
$35.04 Mil
% of Portfolio
2.98%
Total Estimate Gain
$7.91 Mil
% of Total Estimate Gain
25.20%

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

As of 2025-03-31, Beaird Harris Wealth Management, LLC held 689,310.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $35.04 Mil. This investment constitutes 2.98% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.03% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 12 purchases of VEA, at an average price of $45.16, for a total of 695,296.00 shares. In addition, there have been 1 sales at an average price of $45.62 for 5,986.00 shares. Based on historical transaction data and VEA's current price of $56.64, Beaird Harris Wealth Management, LLC's estimated gain on his VEA holdings is $7.91 Mil, reflecting a 25.20% gain to date.

Beaird Harris Wealth Management, LLC VEA ($56.64) Holding Chart

Beaird Harris 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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