Forthright Family Wealth Advisory LLC VEA Holdings History
Forthright Family Wealth Advisory LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 22,473.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $1.14 Mil. This investment constitutes 0.75% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 2 purchases of VEA, at an average price of $45.26, for a total of 29,993.00 shares. In addition, there have been 3 sales at an average price of $50.59 for 7,520.00 shares. Based on historical transaction data and VEA's current price of $56.64, Forthright Family Wealth Advisory LLC's estimated gain on his VEA holdings is $295,704.97, reflecting a 21.78% gain to date.
Forthright Family Wealth Advisory LLC VEA ($56.64) Holding Chart
Forthright Family Wealth Advisory 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 % |
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