LVW Advisors, LLC VEA Holdings History

Number of Shares
1.23 Mil
Current Holdings Value*
$70.27 Mil
% of Portfolio
7.67%
Total Estimate Gain
$6.58 Mil
% of Total Estimate Gain
6.04%

LVW Advisors, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, LVW Advisors, LLC held 1.23 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $70.27 Mil. This investment constitutes 7.67% of their stock portfolio, and LVW Advisors, LLC now holds 0.04% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2015Q1. And since then LVW Advisors, LLC has made 9 purchases of VEA, at an average price of $47.65, for a total of 2.28 Mil shares. In addition, there have been 17 sales at an average price of $41.68 for 1.05 Mil shares. Based on historical transaction data and VEA's current price of $58.09, LVW Advisors, LLC's estimated gain on his VEA holdings is $6.58 Mil, reflecting a 6.04% gain to date.

LVW Advisors, LLC VEA ($58.09) Holding Chart

LVW Advisors, 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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