Number of Shares
374,012.00
Current Holdings Value*
$19.01 Mil
% of Portfolio
7.23%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
18.78%

Intergy Private Wealth, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Intergy Private Wealth, LLC held 374,012.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $19.01 Mil. This investment constitutes 7.23% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 13 purchases of VEA, at an average price of $47.68, for a total of 374,012.00 shares. Based on historical transaction data and VEA's current price of $56.64, Intergy Private Wealth, LLC's estimated gain on his VEA holdings is $3.35 Mil, reflecting a 18.78% gain to date.

Intergy Private Wealth, LLC VEA ($56.64) Holding Chart

Intergy Private Wealth, 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 %

Top Ranked Articles

  • 1