Capital Planning Advisors, LLC VEA Holdings History
Capital Planning Advisors, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 423,050.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $21.50 Mil. This investment constitutes 3.32% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2023Q1. And since then Capital Planning Advisors, LLC has made 6 purchases of VEA, at an average price of $44.99, for a total of 452,609.00 shares. In addition, there have been 3 sales at an average price of $48.21 for 29,559.00 shares. Based on historical transaction data and VEA's current price of $57.28, Capital Planning Advisors, LLC's estimated gain on his VEA holdings is $5.29 Mil, reflecting a 26.00% gain to date.
Capital Planning Advisors, LLC VEA ($57.28) Holding Chart
Capital Planning Advisors, 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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