EverSource Wealth Advisors, LLC VEA Holdings History
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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