Number of Shares
153,518.00
Current Holdings Value*
$7.80 Mil
% of Portfolio
3.4%
Total Estimate Gain
$3.34 Mil
% of Total Estimate Gain
14.45%

Phoenix Wealth Advisors's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Phoenix Wealth Advisors held 153,518.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.80 Mil. This investment constitutes 3.4% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 11 purchases of VEA, at an average price of $41.91, for a total of 552,214.00 shares. In addition, there have been 3 sales at an average price of $44.42 for 398,696.00 shares. Based on historical transaction data and VEA's current price of $57.15, Phoenix Wealth Advisors's estimated gain on his VEA holdings is $3.34 Mil, reflecting a 14.45% gain to date.

Phoenix Wealth Advisors VEA ($57.15) Holding Chart

Phoenix Wealth Advisors VEA ($57.15) 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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