Number of Shares
419,324.00
Current Holdings Value*
$21.31 Mil
% of Portfolio
0.68%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
12.05%

Modern Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Modern Wealth Management, LLC held 419,324.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $21.31 Mil. This investment constitutes 0.68% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q1. And since then Modern Wealth Management, LLC has made 5 purchases of VEA, at an average price of $50.55, for a total of 419,324.00 shares. Based on historical transaction data and VEA's current price of $56.64, Modern Wealth Management, LLC's estimated gain on his VEA holdings is $2.55 Mil, reflecting a 12.05% gain to date.

Modern Wealth Management, LLC VEA ($56.64) Holding Chart

Modern Wealth Management, LLC VEA ($56.64) 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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