Number of Shares
410,656.00
Current Holdings Value*
$23.41 Mil
% of Portfolio
10.66%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
7.25%

MOTIVE WEALTH ADVISORS's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, MOTIVE WEALTH ADVISORS held 410,656.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $23.41 Mil. This investment constitutes 10.66% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 11 purchases of VEA, at an average price of $49.41, for a total of 589,343.00 shares. In addition, there have been 4 sales at an average price of $43.75 for 178,687.00 shares. Based on historical transaction data and VEA's current price of $57.01, MOTIVE WEALTH ADVISORS's estimated gain on his VEA holdings is $2.11 Mil, reflecting a 7.25% gain to date.

MOTIVE WEALTH ADVISORS VEA ($57.01) Holding Chart

MOTIVE WEALTH ADVISORS VEA ($57.01) 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 %

Top Ranked Articles

  • 1