Compound Planning, Inc. VEA Holdings History
Number of Shares
915,998.00
Current Holdings Value*
$46.56 Mil
% of Portfolio
2.12%
Total Estimate Gain
$7.57 Mil
% of Total Estimate Gain
17.02%
Compound Planning, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 915,998.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $46.56 Mil. This investment constitutes 2.12% of their stock portfolio, and Compound Planning, Inc. now holds 0.03% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 8 purchases of VEA, at an average price of $48.57, for a total of 915,998.00 shares. Based on historical transaction data and VEA's current price of $56.83, Compound Planning, Inc.'s estimated gain on his VEA holdings is $7.57 Mil, reflecting a 17.02% gain to date.
Compound Planning, Inc. VEA ($56.83) Holding Chart
Compound Planning, Inc. VEA ($56.83) 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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