Number of Shares
119,014.00
Current Holdings Value*
$6.05 Mil
% of Portfolio
4.51%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
31.43%

Broadview Financial Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Broadview Financial Management, LLC held 119,014.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $6.05 Mil. This investment constitutes 4.51% of their stock portfolio, and Broadview Financial Management, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then Broadview Financial Management, LLC has made 15 purchases of VEA, at an average price of $40.02, for a total of 179,842.00 shares. In addition, there have been 11 sales at an average price of $41.87 for 60,828.00 shares. Based on historical transaction data and VEA's current price of $58.09, Broadview Financial Management, LLC's estimated gain on his VEA holdings is $2.26 Mil, reflecting a 31.43% gain to date.

Broadview Financial Management, LLC VEA ($58.09) Holding Chart

Broadview Financial Management, LLC VEA ($58.09) 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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