Life Planning Partners, Inc VEA Holdings History
Number of Shares
92,413.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
4.25%
Total Estimate Gain
$840,840.00
% of Total Estimate Gain
19.05%
Life Planning Partners, Inc's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 92,413.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $4.70 Mil. This investment constitutes 4.25% of their stock portfolio, and Life Planning Partners, Inc now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 9 purchases of VEA, at an average price of $47.77, for a total of 92,413.00 shares. Based on historical transaction data and VEA's current price of $56.87, Life Planning Partners, Inc's estimated gain on his VEA holdings is $840,840.00, reflecting a 19.05% gain to date.
Life Planning Partners, Inc VEA ($56.87) Holding Chart
Life Planning Partners, Inc VEA ($56.87) 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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