Number of Shares
1.18 Mil
Current Holdings Value*
$60.22 Mil
% of Portfolio
3.32%
Total Estimate Gain
$11.75 Mil
% of Total Estimate Gain
20.32%

EverSource Wealth Advisors, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, EverSource Wealth Advisors, LLC held 1.18 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $60.22 Mil. This investment constitutes 3.32% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 11 purchases of VEA, at an average price of $46.79, for a total of 1.24 Mil shares. In addition, there have been 2 sales at an average price of $49.33 for 50,838.00 shares. Based on historical transaction data and VEA's current price of $56.60, EverSource Wealth Advisors, LLC's estimated gain on his VEA holdings is $11.75 Mil, reflecting a 20.32% gain to date.

EverSource Wealth Advisors, LLC VEA ($56.60) Holding Chart

EverSource Wealth Advisors, LLC VEA ($56.60) 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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