Monument Group Wealth Advisors, LLC VEA Holdings History
Monument Group Wealth Advisors, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 178,162.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.06 Mil. This investment constitutes 6.28% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of VEA, at an average price of $44.78, for a total of 200,639.00 shares. In addition, there have been 4 sales at an average price of $49.69 for 22,477.00 shares. Based on historical transaction data and VEA's current price of $57.74, Monument Group Wealth Advisors, LLC's estimated gain on his VEA holdings is $2.42 Mil, reflecting a 26.91% gain to date.
Monument Group Wealth Advisors, LLC VEA ($57.74) Holding Chart
Monument Group Wealth Advisors, LLC VEA ($57.74) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
