Evoke Wealth, LLC VEA Holdings History

Number of Shares
1.65 Mil
Current Holdings Value*
$84.02 Mil
% of Portfolio
2.19%
Total Estimate Gain
$12.91 Mil
% of Total Estimate Gain
5.67%

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

As of 2025-03-31, Evoke Wealth, LLC held 1.65 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $84.02 Mil. This investment constitutes 2.19% of their stock portfolio, and Evoke Wealth, LLC now holds 0.06% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 15 purchases of VEA, at an average price of $47.57, for a total of 4.79 Mil shares. In addition, there have been 6 sales at an average price of $46.90 for 3.13 Mil shares. Based on historical transaction data and VEA's current price of $56.64, Evoke Wealth, LLC's estimated gain on his VEA holdings is $12.91 Mil, reflecting a 5.67% gain to date.

Evoke Wealth, LLC VEA ($56.64) Holding Chart

Evoke Wealth, 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 %

Top Ranked Articles

  • 1