Number of Shares
124,405.00
Current Holdings Value*
$6.32 Mil
% of Portfolio
5.91%
Total Estimate Gain
$801,755.38
% of Total Estimate Gain
12.84%

Journey Beyond Wealth, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Journey Beyond Wealth, LLC held 124,405.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $6.32 Mil. This investment constitutes 5.91% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of VEA, at an average price of $50.20, for a total of 124,405.00 shares. Based on historical transaction data and VEA's current price of $56.64, Journey Beyond Wealth, LLC's estimated gain on his VEA holdings is $801,755.38, reflecting a 12.84% gain to date.

Journey Beyond Wealth, LLC VEA ($56.64) Holding Chart

Journey Beyond 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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