Lord & Richards Wealth Management, LLC VEA Holdings History
Lord & Richards Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 59,398.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $3.02 Mil. This investment constitutes 3.42% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of VEA, at an average price of $50.42, for a total of 59,398.00 shares. Based on historical transaction data and VEA's current price of $57.22, Lord & Richards Wealth Management, LLC's estimated gain on his VEA holdings is $404,127.62, reflecting a 13.50% gain to date.
Lord & Richards Wealth Management, LLC VEA ($57.22) Holding Chart
Lord & Richards Wealth Management, LLC VEA ($57.22) 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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