Joule Financial, LLC VEA Holdings History

Number of Shares
136,821.00
Current Holdings Value*
$7.80 Mil
% of Portfolio
2.53%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
25.59%

Joule Financial, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Joule Financial, LLC held 136,821.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.80 Mil. This investment constitutes 2.53% of their stock portfolio, and Joule Financial, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 8 purchases of VEA, at an average price of $44.72, for a total of 163,751.00 shares. In addition, there have been 4 sales at an average price of $44.29 for 26,930.00 shares. Based on historical transaction data and VEA's current price of $58.50, Joule Financial, LLC's estimated gain on his VEA holdings is $1.87 Mil, reflecting a 25.59% gain to date.

Joule Financial, LLC VEA ($58.50) Holding Chart

Joule Financial, 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 %

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