Number of Shares
314,423.00
Current Holdings Value*
$15.98 Mil
% of Portfolio
8.64%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
9.76%

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

As of 2025-03-31, PFG Private Wealth Management, LLC held 314,423.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $15.98 Mil. This investment constitutes 8.64% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2019Q4. And since then PFG Private Wealth Management, LLC has made 11 purchases of VEA, at an average price of $47.25, for a total of 494,270.00 shares. In addition, there have been 10 sales at an average price of $43.50 for 179,847.00 shares. Based on historical transaction data and VEA's current price of $56.64, PFG Private Wealth Management, LLC's estimated gain on his VEA holdings is $2.28 Mil, reflecting a 9.76% gain to date.

PFG Private Wealth Management, LLC VEA ($56.64) Holding Chart

PFG Private 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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