Number of Shares
189,148.00
Current Holdings Value*
$9.69 Mil
% of Portfolio
2.85%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
20.34%

Fonville Wealth Management LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Fonville Wealth Management LLC held 189,148.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.69 Mil. This investment constitutes 2.85% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of VEA, at an average price of $46.84, for a total of 189,148.00 shares. Based on historical transaction data and VEA's current price of $56.37, Fonville Wealth Management LLC's estimated gain on his VEA holdings is $1.80 Mil, reflecting a 20.34% gain to date.

Fonville Wealth Management LLC VEA ($56.37) Holding Chart

Fonville Wealth Management LLC VEA ($56.37) 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