Number of Shares
22,473.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
0.75%
Total Estimate Gain
$295,704.97
% of Total Estimate Gain
21.78%

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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