Number of Shares
253,873.00
Current Holdings Value*
$12.90 Mil
% of Portfolio
11.64%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
10.31%

Mittelman Wealth Management's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Mittelman Wealth Management held 253,873.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $12.90 Mil. This investment constitutes 11.64% of their stock portfolio, and Mittelman Wealth Management now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 2 purchases of VEA, at an average price of $49.66, for a total of 389,465.00 shares. In addition, there have been 2 sales at an average price of $50.20 for 135,592.00 shares. Based on historical transaction data and VEA's current price of $57.22, Mittelman Wealth Management's estimated gain on his VEA holdings is $1.99 Mil, reflecting a 10.31% gain to date.

Mittelman Wealth Management VEA ($57.22) Holding Chart

Mittelman Wealth Management 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 %

Top Ranked Articles

  • 1