Oakwell Private Wealth Management, LLC VEA Holdings History
Oakwell Private Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 880,800.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $44.77 Mil. This investment constitutes 12.36% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.03% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2020Q4. And since then Oakwell Private Wealth Management, LLC has made 15 purchases of VEA, at an average price of $47.63, for a total of 952,360.00 shares. In addition, there have been 2 sales at an average price of $46.55 for 71,560.00 shares. Based on historical transaction data and VEA's current price of $56.87, Oakwell Private Wealth Management, LLC's estimated gain on his VEA holdings is $8.06 Mil, reflecting a 17.77% gain to date.
Oakwell Private Wealth Management, LLC VEA ($56.87) Holding Chart
Oakwell Private Wealth Management, LLC VEA ($56.87) 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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