JIM SAULNIER & ASSOCIATES, LLC VEA Holdings History
Number of Shares
138,538.00
Current Holdings Value*
$7.04 Mil
% of Portfolio
5.52%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
15.45%
JIM SAULNIER & ASSOCIATES, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 138,538.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.04 Mil. This investment constitutes 5.52% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of VEA, at an average price of $50.67, for a total of 138,538.00 shares. Based on historical transaction data and VEA's current price of $58.50, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his VEA holdings is $1.08 Mil, reflecting a 15.45% gain to date.
JIM SAULNIER & ASSOCIATES, LLC VEA ($58.50) Holding Chart
JIM SAULNIER & ASSOCIATES, LLC VEA ($58.50) 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