Connecticut Wealth Management, LLC VEA Holdings History
Connecticut Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 1.08 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $55.12 Mil. This investment constitutes 2.89% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.04% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2018Q4. And since then Connecticut Wealth Management, LLC has made 14 purchases of VEA, at an average price of $45.71, for a total of 2.11 Mil shares. In addition, there have been 12 sales at an average price of $48.56 for 1.03 Mil shares. Based on historical transaction data and VEA's current price of $58.09, Connecticut Wealth Management, LLC's estimated gain on his VEA holdings is $16.36 Mil, reflecting a 16.94% gain to date.
Connecticut Wealth Management, LLC VEA ($58.09) Holding Chart
Connecticut Wealth Management, LLC VEA ($58.09) 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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