Intergy Private Wealth, LLC VEA Holdings History
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 % |
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