Number of Shares
84,518.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
0.41%
Total Estimate Gain
$201,053.56
% of Total Estimate Gain
2.80%

Marks Group Wealth Management, Inc's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Marks Group Wealth Management, Inc held 84,518.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $4.30 Mil. This investment constitutes 0.41% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q1. And since then Marks Group Wealth Management, Inc has made 7 purchases of VEA, at an average price of $50.31, for a total of 142,629.00 shares. In addition, there have been 5 sales at an average price of $44.15 for 58,111.00 shares. Based on historical transaction data and VEA's current price of $56.92, Marks Group Wealth Management, Inc's estimated gain on his VEA holdings is $201,053.56, reflecting a 2.80% gain to date.

Marks Group Wealth Management, Inc VEA ($56.92) Holding Chart

Marks Group Wealth Management, Inc VEA ($56.92) 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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