Number of Shares
1.01 Mil
Current Holdings Value*
$51.14 Mil
% of Portfolio
11.62%
Total Estimate Gain
$12.23 Mil
% of Total Estimate Gain
18.96%

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

As of 2025-03-31, JFG Wealth Management, LLC held 1.01 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $51.14 Mil. This investment constitutes 11.62% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.04% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then JFG Wealth Management, LLC has made 21 purchases of VEA, at an average price of $44.03, for a total of 1.47 Mil shares. In addition, there have been 4 sales at an average price of $42.55 for 458,873.00 shares. Based on historical transaction data and VEA's current price of $56.87, JFG Wealth Management, LLC's estimated gain on his VEA holdings is $12.23 Mil, reflecting a 18.96% gain to date.

JFG Wealth Management, LLC VEA ($56.87) Holding Chart

JFG Wealth Management, LLC VEA ($56.87) 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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