Compass Planning Associates Inc VEA Holdings History
Compass Planning Associates Inc's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 27,414.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $1.39 Mil. This investment constitutes 1.41% of their stock portfolio, and Compass Planning Associates Inc now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of VEA, at an average price of $50.37, for a total of 27,414.00 shares. Based on historical transaction data and VEA's current price of $56.56, Compass Planning Associates Inc's estimated gain on his VEA holdings is $169,604.55, reflecting a 12.28% gain to date.
Compass Planning Associates Inc VEA ($56.56) Holding Chart
Compass Planning Associates Inc VEA ($56.56) 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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