Number of Shares
245,430.00
Current Holdings Value*
$12.48 Mil
% of Portfolio
5.4%
Total Estimate Gain
$4.35 Mil
% of Total Estimate Gain
36.95%

Crestmont Private Wealth LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Crestmont Private Wealth LLC held 245,430.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $12.48 Mil. This investment constitutes 5.4% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q3. And since then Crestmont Private Wealth LLC has made 7 purchases of VEA, at an average price of $41.65, for a total of 282,904.00 shares. In addition, there have been 4 sales at an average price of $47.51 for 37,474.00 shares. Based on historical transaction data and VEA's current price of $58.50, Crestmont Private Wealth LLC's estimated gain on his VEA holdings is $4.35 Mil, reflecting a 36.95% gain to date.

Crestmont Private Wealth LLC VEA ($58.50) Holding Chart

Crestmont Private Wealth LLC VEA ($58.50) 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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