Hillcrest Wealth Advisors - NY, LLC VEA Holdings History
Hillcrest Wealth Advisors - NY, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 254,083.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $14.49 Mil. This investment constitutes 6.81% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 20 purchases of VEA, at an average price of $46.06, for a total of 299,233.00 shares. In addition, there have been 6 sales at an average price of $42.00 for 45,150.00 shares. Based on historical transaction data and VEA's current price of $58.49, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his VEA holdings is $2.98 Mil, reflecting a 21.60% gain to date.
Hillcrest Wealth Advisors - NY, LLC VEA ($58.49) Holding Chart
Hillcrest Wealth Advisors - NY, LLC VEA ($58.49) 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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