Number of Shares
1.02 Mil
Current Holdings Value*
$51.64 Mil
% of Portfolio
3.17%
Total Estimate Gain
$6.58 Mil
% of Total Estimate Gain
4.90%

McKinley Carter Wealth Services, Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 1.02 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $51.64 Mil. This investment constitutes 3.17% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.03% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then McKinley Carter Wealth Services, Inc. has made 14 purchases of VEA, at an average price of $49.01, for a total of 2.74 Mil shares. In addition, there have been 4 sales at an average price of $47.23 for 1.72 Mil shares. Based on historical transaction data and VEA's current price of $58.50, McKinley Carter Wealth Services, Inc.'s estimated gain on his VEA holdings is $6.58 Mil, reflecting a 4.90% gain to date.

McKinley Carter Wealth Services, Inc. VEA ($58.50) Holding Chart

McKinley Carter Wealth Services, Inc. VEA ($58.50) 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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