Number of Shares
227,118.00
Current Holdings Value*
$11.54 Mil
% of Portfolio
6.44%
Total Estimate Gain
$4.38 Mil
% of Total Estimate Gain
18.48%

DELAP WEALTH ADVISORY, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 227,118.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $11.54 Mil. This investment constitutes 6.44% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 5 purchases of VEA, at an average price of $43.39, for a total of 546,664.00 shares. In addition, there have been 4 sales at an average price of $47.68 for 319,546.00 shares. Based on historical transaction data and VEA's current price of $56.64, DELAP WEALTH ADVISORY, LLC's estimated gain on his VEA holdings is $4.38 Mil, reflecting a 18.48% gain to date.

DELAP WEALTH ADVISORY, LLC VEA ($56.64) Holding Chart

DELAP WEALTH ADVISORY, LLC VEA ($56.64) 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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