Number of Shares
427,116.00
Current Holdings Value*
$20.42 Mil
% of Portfolio
9.93%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
20.90%

HART & PATTERSON FINANCIAL GROUP LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 427,116.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $20.42 Mil. This investment constitutes 9.93% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP 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 HART & PATTERSON FINANCIAL GROUP LLC has made 1 purchases of VEA, at an average price of $44.92, for a total of 543,158.00 shares. In addition, there have been 3 sales at an average price of $48.58 for 116,042.00 shares. Based on historical transaction data and VEA's current price of $55.87, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his VEA holdings is $5.10 Mil, reflecting a 20.90% gain to date.

HART & PATTERSON FINANCIAL GROUP LLC VEA ($55.87) Holding Chart

HART & PATTERSON FINANCIAL GROUP LLC VEA ($55.87) 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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