Number of Shares
580,977.00
Current Holdings Value*
$29.53 Mil
% of Portfolio
8.42%
Total Estimate Gain
$5.84 Mil
% of Total Estimate Gain
19.87%

Integris Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Integris Wealth Management, LLC held 580,977.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $29.53 Mil. This investment constitutes 8.42% of their stock portfolio, and Integris Wealth Management, LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q3. And since then Integris Wealth Management, LLC has made 6 purchases of VEA, at an average price of $46.69, for a total of 629,555.00 shares. In addition, there have been 1 sales at an average price of $49.76 for 48,578.00 shares. Based on historical transaction data and VEA's current price of $56.48, Integris Wealth Management, LLC's estimated gain on his VEA holdings is $5.84 Mil, reflecting a 19.87% gain to date.

Integris Wealth Management, LLC VEA ($56.48) Holding Chart

Integris Wealth Management, LLC VEA ($56.48) 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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