Elmwood Wealth Management, Inc. VEA Holdings History
Elmwood Wealth Management, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 140,894.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.16 Mil. This investment constitutes 2.94% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2018Q2. And since then Elmwood Wealth Management, Inc. has made 14 purchases of VEA, at an average price of $43.16, for a total of 211,553.00 shares. In addition, there have been 7 sales at an average price of $44.84 for 70,659.00 shares. Based on historical transaction data and VEA's current price of $58.50, Elmwood Wealth Management, Inc.'s estimated gain on his VEA holdings is $2.28 Mil, reflecting a 24.98% gain to date.
Elmwood Wealth Management, Inc. VEA ($58.50) Holding Chart
Elmwood Wealth Management, Inc. 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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