ENCOMPASS WEALTH ADVISORS, LLC VEA Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 114,460.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $6.53 Mil. This investment constitutes 2.39% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 14 purchases of VEA, at an average price of $46.51, for a total of 197,067.00 shares. In addition, there have been 4 sales at an average price of $43.38 for 82,607.00 shares. Based on historical transaction data and VEA's current price of $56.64, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his VEA holdings is $900,217.85, reflecting a 9.82% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC VEA ($56.64) Holding Chart
ENCOMPASS WEALTH ADVISORS, 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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