Number of Shares
640,431.00
Current Holdings Value*
$31.22 Mil
% of Portfolio
6.5%
Total Estimate Gain
$8.34 Mil
% of Total Estimate Gain
26.95%

EXECUTIVE WEALTH GROUP LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 640,431.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $31.22 Mil. This investment constitutes 6.5% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 13 purchases of VEA, at an average price of $45.32, for a total of 682,351.00 shares. In addition, there have been 7 sales at an average price of $42.85 for 41,920.00 shares. Based on historical transaction data and VEA's current price of $58.50, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VEA holdings is $8.34 Mil, reflecting a 26.95% gain to date.

EXECUTIVE WEALTH GROUP LLC VEA ($58.50) Holding Chart

EXECUTIVE WEALTH GROUP 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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