Forbes Financial Planning, Inc. VEA Holdings History
Forbes Financial Planning, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 189,002.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.61 Mil. This investment constitutes 7.12% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2022Q2. And since then Forbes Financial Planning, Inc. has made 10 purchases of VEA, at an average price of $44.37, for a total of 194,225.00 shares. In addition, there have been 1 sales at an average price of $50.60 for 5,223.00 shares. Based on historical transaction data and VEA's current price of $56.77, Forbes Financial Planning, Inc.'s estimated gain on his VEA holdings is $2.38 Mil, reflecting a 27.58% gain to date.
Forbes Financial Planning, Inc. VEA ($56.77) Holding Chart
Forbes Financial Planning, Inc. VEA ($56.77) 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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