Number of Shares
1.95 Mil
Current Holdings Value*
$93.42 Mil
% of Portfolio
4.31%
Total Estimate Gain
$24.68 Mil
% of Total Estimate Gain
11.27%

LAKE STREET ADVISORS GROUP, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2024-12-31, LAKE STREET ADVISORS GROUP, LLC held 1.95 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $93.42 Mil. This investment constitutes 4.31% of their stock portfolio, and LAKE STREET ADVISORS GROUP, LLC now holds 0.07% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then LAKE STREET ADVISORS GROUP, LLC has made 14 purchases of VEA, at an average price of $47.03, for a total of 4.66 Mil shares. In addition, there have been 13 sales at an average price of $48.16 for 2.71 Mil shares. Based on historical transaction data and VEA's current price of $58.09, LAKE STREET ADVISORS GROUP, LLC's estimated gain on his VEA holdings is $24.68 Mil, reflecting a 11.27% gain to date.

LAKE STREET ADVISORS GROUP, LLC VEA ($58.09) Holding Chart

LAKE STREET ADVISORS GROUP, LLC VEA ($58.09) 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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