Number of Shares
67,811.00
Current Holdings Value*
$3.87 Mil
% of Portfolio
2.96%
Total Estimate Gain
$444,310.85
% of Total Estimate Gain
11.86%

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

As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 67,811.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $3.87 Mil. This investment constitutes 2.96% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of VEA, at an average price of $50.47, for a total of 74,219.00 shares. In addition, there have been 1 sales at an average price of $50.60 for 6,408.00 shares. Based on historical transaction data and VEA's current price of $57.01, CogentBlue Wealth Advisors, LLC's estimated gain on his VEA holdings is $444,310.85, reflecting a 11.86% gain to date.

CogentBlue Wealth Advisors, LLC VEA ($57.01) Holding Chart

CogentBlue Wealth Advisors, LLC VEA ($57.01) 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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