Carlsbad Wealth Advisory Group, Inc. VEA Holdings History
Number of Shares
328,080.00
Current Holdings Value*
$15.15 Mil
% of Portfolio
9.77%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
24.16%
Carlsbad Wealth Advisory Group, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 328,080.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $15.15 Mil. This investment constitutes 9.77% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and VEA's current price of $56.64, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his VEA holdings is $3.62 Mil, reflecting a 24.16% gain to date.
Carlsbad Wealth Advisory Group, Inc. VEA ($56.64) Holding Chart
Carlsbad Wealth Advisory Group, Inc. 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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