Number of Shares
1.30 Mil
Current Holdings Value*
$65.83 Mil
% of Portfolio
1.62%
Total Estimate Gain
$21.10 Mil
% of Total Estimate Gain
31.18%

MISSION WEALTH MANAGEMENT, LP's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 1.30 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $65.83 Mil. This investment constitutes 1.62% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.04% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 15 purchases of VEA, at an average price of $42.04, for a total of 1.61 Mil shares. In addition, there have been 13 sales at an average price of $46.61 for 314,789.00 shares. Based on historical transaction data and VEA's current price of $57.22, MISSION WEALTH MANAGEMENT, LP's estimated gain on his VEA holdings is $21.10 Mil, reflecting a 31.18% gain to date.

MISSION WEALTH MANAGEMENT, LP VEA ($57.22) Holding Chart

MISSION WEALTH MANAGEMENT, LP 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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