Level Financial Advisors VEA Holdings History
Number of Shares
402,018.00
Current Holdings Value*
$22.92 Mil
% of Portfolio
7.13%
Total Estimate Gain
$4.42 Mil
% of Total Estimate Gain
23.16%
Level Financial Advisors's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 402,018.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $22.92 Mil. This investment constitutes 7.13% of their stock portfolio, and Level Financial Advisors now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 14 purchases of VEA, at an average price of $47.50, for a total of 402,018.00 shares. Based on historical transaction data and VEA's current price of $58.50, Level Financial Advisors's estimated gain on his VEA holdings is $4.42 Mil, reflecting a 23.16% gain to date.
Level Financial Advisors VEA ($58.50) Holding Chart
Level Financial Advisors 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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